Senior consultants Marc Mingolelli and Michael Mingolelli, Jr., Esq., of Pinnacle Financial Group discussed potential issues that may be lurking within clients' life insurance policies and how insurance policy audits can be used to identify these oftentimes hidden issues. They also detailed the elements of an insurance policy that should be reviewed and how to analyze them. They outlined the current status of the STOLI marketplace, including details from recent regulatory developments and case law, and explained how advisors can protect their clients from unknowingly committing fraud or violating state insurance laws and federal securities laws.

For more information on the program, please contact ctemple@e-pfg.com.