Martin Shenkman Webinar Replay
November, 2017

I'd like to thank Martin Shenkman for his efforts in creating this webinar to point out a significant problem that very few individuals, including grantors, trustees, nor their advisors, are familiar with. I'm speaking of the fact that nearly a quarter of the non-guaranteed individually-owned and trust-owned life insurance policies, that have been in existence since the early 1980's, are expiring prematurely at an ever-increasing rate.

This is occurring as a result of reduced sustained interest rates and neglect on everyone's part, coupled with the action and inaction of the insurance industry. During the webinar, we'll discuss the what to watch out for and what can be done to prevent your or your clients individually-owned or trust-owned life insurance policy from joining the ranks of policies whose coverage is expiring earlier than anticipated.

If you missed the webinar last week, you'll be pleased to find enclosed a complimentary link along with a set of my handouts.

As always, feel free to share this material with your own colleagues, clients, and friends as it effects 50% of the population that has purchased a life insurance policy since 1983.

Let me know if you have any comments or questions as I'd appreciate the feedback.
Martin Shenkman Webinar
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With my best wishes for a Happy Holiday Season!

Henry Montag, CFP, CLTC
The TOLI Center East
(516) 695-4662