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Life Insurance 101: A Guide to Life Insurance Products for the New Estate Planner

Wednesday, May 7, 2014 12:00 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

 

Description:

This is the ninth brown-bag lunch of a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the area of estate planning. 

This session will educate new attorneys on the nuts and bolts of insurance products.  Speaker David E. Appel, of Appel Insurance Advisors, LLC, will provide a “101” review of the different life insurance products we commonly see in our estate planning practices.  Although we tell clients we are not insurance agents, they inevitably ask us basic questions – this session is intended to provide the new estate planning attorney enough information to answer these questions and to work with the insurance advisor on the client’s planning. 

Sponsoring Section/Committee(s):

Speakers:

  • David E. Appel
    • Appel Insurance Advisors, LLC

 



 

Contact:

Elizabeth Vincensi
evincensi@bostonbar.org

 

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