Are your clients holding onto policies that no longer meet their needs or have outlived their original purpose? Many policyholders aren’t aware of the strategic options available to help maximize the insurance asset.
Join us for an educational webinar—the first in our four-part CE series—where industry professionals will explore:
🔹 Strategies for managing mature or underperforming policies.
🔹 How to identify when a policy review is needed.
🔹 Options for clients with unneeded or unaffordable coverage.
🔹 Best practices to help ensure insurance remains aligned with evolving client goals.
Who Should Attend?
📌 CPA, CFP®, and CTFA professionals* (Earn 1 hour of CE credit)
Featured Speakers:
🎤 John D. Williams, ChFC®, CLU®, TEP – Founder & CEO, Capital Formation Group, Inc.
🎤 Mikhail Veselov – Financial Advisor, Capital Formation Group, Inc.
🎤 Michael Michlitsch, MBA, FLMI, CRPC® – VP, In Force Insurance Solutions, Valmark Financial Group.
🎤 James Dawson, CFP®, CLU® – Director, Life Settlements, Valmark Financial Group.
📅 Date: May 13th, 2025
⏰ Time: 1:00 PM ET
📍 Location: Group Internet Based – link below
Please see the invitation link (PDF) for more details here: https://lnkd.in/eXBu_92B
🔗 Register now: https://lnkd.in/ebZ62M7q
Don’t miss this opportunity to gain valuable insights and help your clients make informed financial decisions. See you there!
Contact Us or Schedule a Meeting
To learn more, you may schedule an appointment by selecting the date that would work for you on the calendar below. If you'd prefer to call or text us, our number is (781) 237-0123.
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Disclosures:
*AEP Disclosure: We are not an approved CE provider for AEP designation holders. To verify eligibility please contact the NAEPC (The National Association of Estate Planners & Councils).
CFP Disclosure: CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Disclosure: Securities offered through Valmark Securities, Inc., Member FINRA, SIPC • Investment Advisory Services offered through Valmark Advisers, Inc., an SEC-registered Investment Advisor • 130 Springside Drive, Suite 300 Akron, OH 44333-2431 • 1-800-765-5201 • Capital Formation Group Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
