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

Welcome Funds, Mark Isenman

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.


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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

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