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Meeting Title:
Long Beach Chapter Meeting - Helping People Benefit from Unwanted Life Insurance

Meeting Description:
The ABC's of life insurance settlements. Learn how to help your client benefit from unwanted or unneeded life insurance policies such as:Business owner who sold his/her company and no longer needs key man insuranceCurrent term policy expiringCan't afford the current insurance premium and need fundsLearn about selling their current policy to receive much needed cash.

Speaker Name:
Lisa Rehburg

Sponsor:
Paige Fingerhut of Beach Equities

Tredway, Lumsdaine & Doyle

CEU & MCLE:
Estate: 1.0

Meeting Date:
Wednesday March 4th, 2020

Meeting Time:
07:30AM - 09:30AM

Venue Name and Address:
Tredway, Lumsdaine & Doyle
3900 Kilroy Airport Way, Suite 240
Long Beach, California 90806

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $30

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Light Breakfast and coffee

Agenda

• 07:30AM - 07:50AM : Network with coffee and breakfast goodies

• 07:50AM - 08:00AM : Introductions

• 08:00AM - 09:00AM : Program: Helping People Benefit from Unwanted Life Insurance
  Handouts, Evaluations and CEU's
  Meeting Announcements
  Close of Program

• 09:00AM - 09:30AM : Chapter meeting with licensed PFAC members to discuss business