Skip to content

Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

GROWTH AND IMPACT STAGE

12:00 - 12:20 PM
Doug Himmel with Melville Capital
Title: Maximizing the Value of Existing Life Insurance Policies for Advisors and Exit Planning Professionals
Session Description: Too often, life insurance policies are surrendered without understanding their true market value. This session explores how advisors can unlock the hidden value of existing policies and reposition them as monetizable company assets.

0D1A7902
0D1A6232
224A2705

CONTACT US