Program Overview
This webinar will provide attendees with the foundation for traditional premium finance for estate planning purposes, risks, benefits, and concerns.
Learning Objectives:
- Increase your knowledge and understanding of premium finance
- Understand premium finance as a tool
- Learn the benefits and the risks of premium finance
- Explore an example of premium finance
- Review current events in premium finance
Featured Speaker:
J. Rebecca Rosofsky, CFP®
Ms. Rosofsky has more than two decades of experience underwriting and managing portfolios of insurance related loans to high net worth individuals and families. Prior to joining City National, Rosofsky served as the national practice lead at BNY Mellon. Before that, she served as national director of premium finance and senior relationship manager at The Northern Trust Company.
Rosofsky holds the Certified Financial Planning designation. Active in the community, she is a member of the Chicago Estate Planning Council, has served as Faculty for the Notre Dame Tax and Estate Planning Institute, written for Trust and Estates Magazine and has served on several nonprofit boards. She has volunteered for nonprofits including WBEZ, Chicago Cultural Facilities Fund, NPH USA, Greater Chicago Food Depository, Jones College Prep, and Near North Montessori School. She is an avid Yoga practitioner and lives in Chicago.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Time:
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT
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