Life Insurance as an Asset Class

Date: Wednesday, March 9, 2016
Time: 2:00pm - 3:00pm
Location: Robert G. Alexander - webinar
Speaker: Richard M. Weber, MBA, CLU®, AEP®


Wednesday, March 9, 2016 3:00pm - 4:00pm ET

Life Insurance as an Asset Class

Richard M. Weber, MBA, CLU®, AEP® (Distinguished)

Life Insurance as an Asset Class (LIAC) contextualizes life insurance within the principles of financial planning.  Starting with risk tolerance to direct the client’s attention to selecting appropriate policy styles, LIAC then positions those policies into the fixed-return portion of a client’s portfolio of diversified assets.  This is an intermediate program.

Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an NAEPC Estate Planning Hall of Fame® entrant and former national president of the Society of Financial Service Professionals.  A 48-year veteran of the insurance industry, he has been an agent, insurance carrier executive, and for the last 20 years a fee-only insurance consultant working with businesses and ultra-high net worth individuals and families.

 REGISTER HERE for the individual program.  To register for the 2016 series, please click HERE.


Registration Fees

·         $40 / Accredited Estate Planner® designee

·         $60 / member of [enter EPC name here]

·         $100 / non-member

·         $250 / council meeting or group gathering


Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program

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