Life Settlements: Navigating the Market and Client Options
Date: Tuesday, January 14, 2025
Time: 11:30am - 1:00pm
Location: Zoom
Speaker: Mark Isenman
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Life Settlements: Navigating the Market and Client Options
About the Speaker
Mark Isenman has served as Welcome Funds' National Sales Director since 2005. He has personally managed over $4.25BB in life settlement transactions, while also overseeing and surpervising the Welcome Funds' sales force. Mark works with Advanced Estate Planning and Financial Advisory Organizations, IMO's, BGA's, Financial Advisors, CPA's, and Estate Planners. Mark works to ensure that life settlement solutions are always provided, no matter how comples the situation. Mark graduated from Cornell University in 1993, and currently resides in Weston, FL.
COST: Paid Members $40.00 Nonmembers $45.00*
*If your 2024-2025 dues are not paid, you are a nonmember.
(You can still pay at the Renewals tab)
(You can still pay at the Renewals tab)
Click to Register below.
To pay by check, click Check to be Mailed and send your check to:
The Estate Planning Council of Hampden County, Inc.
c/o Joan Peterson
A Way With Words
12845 Old Turnpike Road
Mifflinburg, PA 17844-8009
Cell Phone: 413.563.7057
Please mark your calendars, and if a corporate check is needed, be sure to request it early, as it must arrive before the published due date for each meeting. Corporate checks should indicate the member's name.
c/o Joan Peterson
A Way With Words
12845 Old Turnpike Road
Mifflinburg, PA 17844-8009
Cell Phone: 413.563.7057
Please mark your calendars, and if a corporate check is needed, be sure to request it early, as it must arrive before the published due date for each meeting. Corporate checks should indicate the member's name.
Visit our Web Site: https://www.estateplan-hc.org
Membership Application or Change of Address: https://www.estateplan-hc.org/members/application
NAEPC Web site: https://www.naepc.org
