Presented by Scott Etish
Director, Strategic Partnerships at Coventry
Join us for an insightful presentation on life insurance settlements, where Scott will delve into the transformative potential of the secondary market for life insurance. Life settlements offer policyholders the opportunity to unlock the hidden value of their life insurance policies, providing a lucrative alternative to surrendering or lapsing them. By selling a policy in the secondary market, individuals can receive a cash payout that often exceeds the policy's surrender value, offering financial flexibility and the ability to reallocate resources to meet current needs or invest in new opportunities.
Scott’s presentation will also explore the potential impacts of changes to the Tax Cuts and Jobs Act of 2017 on life settlements, highlighting how evolving tax regulations could affect the financial outcomes of these transactions. We will discuss key financial planning considerations, including the importance of evaluating personal financial goals, understanding the tax implications, and assessing the suitability of life settlements within a broader financial strategy.
Date: Tuesday, March 11, 2025
5:15 p.m. – Registration check in and cocktails
6:00 p.m. – Dinner and program
7:25 p.m. – Closing remarks
Location:
Michael's On East
1212 East Ave. South, Sarasota, FL 34239
About Our Speaker:
Scott Etish is Director, Strategic Partnerships at Coventry, where he works with attorneys and fiduciaries who advise high-net-worth clients on complex estate and financial planning matters.
Mr. Etish specializes in helping legal and financial professionals unlock the hidden value of their clients’ unneeded life insurance policies, providing alternatives to a policy surrender or lapse that can generate liquidity, reduce premium burdens, and enhance wealth transfer strategies.
Mr. Etish is a frequent speaker at estate planning councils and bar associations, where he teaches attorneys and fiduciaries that life insurance is a valuable asset that can be sold, and how Advisors can integrate life settlements into their practice to better serve high-net-worth individuals and families. His presentations offer practical guidance on identifying life settlement opportunities and how Advisors can help their clients maximize the value of their life insurance assets.
Before joining Coventry, Mr. Etish was a Partner at Gibbons P.C., where he spent nearly 17 years advising clients on complex business disputes. He began his legal career as a law clerk for an Associate Justice of the Supreme Court of New Jersey. Mr. Etish holds a Juris Doctor from Rutgers University Law School and a Bachelor of Arts from Wesleyan University’s Science in Society Program.
Dinner Sponsored by Forza Wealth Management
