Insurance Focused Program

Date: Thursday, May 9, 2019
Time: 4:30pm - 8:00pm
Location: Stony Hill Inn, Hackensack, NJ
Speaker: Pamela W. Bancsi JD, CFP & Charles E. Perrault CFP, CLU

Please click below to register (ticketing closes at Noon 5/6/19) :   

 http://bergenepcmay2019.eventbrite.com

 

This program is sponsored by Prudential & NJLC:

Image result for prudential

https://www.prudential.com

http://www.njlc.com

 

Speaker:  PAMELA BANCSI

VICE-PRESIDENT – LIFE SETTLEMENTS

Pamela (Pam) Bancsi is the Vice-President of Life Settlements for ValMark Financial Group where she is responsible for the operations, education and marketing of ValMark’s life settlements business line. She has over 30 years of experience within the financial services industry, working with advanced market case design and management. Her background also includes 10 years of legal experience.

Most recently, Pam worked at Life Settlements Insights where she directed the marketing efforts for one of the nation’s largest life settlement brokers. Prior to that, she was an Agency Sales Director for MetLife Insurance, managing the hiring, supervision and training of financial advisers. Pam was also a Regional Director of Financial Planning and Investments for Lincoln Financial, responsible for managing the financial planning department and consulting some of the nation’s top financial advisors on advanced planning and investment ideas.

In addition to her FINRA series 7, 24 and 63 licenses as well as life, health, variable life and annuity licenses, Pam is a Certified Financial Planner® and holds a Juris Doctorate from Case Western University School of Law.

 

Speaker:  Charles E. Perrault IIICFP®, CLU®

Director, Advanced Markets

 

Charles Perrault is a Director with Advanced Markets in Prudential’s Individual Solutions Groups. In this role he provides value add support and consultation to internal and external sales associates, brokerage general agents, broker dealers, advisors and centers of influence.Additionally, he consults on advanced sales strategies including estate, business, charitable, wealth transfer, and retirement planning, while also being a frequent speaker on such topics.

Perrault has been with Prudential since 2013, when he joined Internal Sales in the Life Insurance business. Perrault partnered with financial professionals to help them better understand Prudential’s life insurance products, and how to successfully implement them into their clients’ financial plans. Prior to joining Prudential, Perrault spent 5 years as a financial advisor, helping his clients develop and execute on their financial plans.

Perrault received his undergraduate degree in psychology from the University of Connecticut. He subsequently obtained his Certified Financial Planner® and Chartered Life Underwriter®designations. He holds a FINRA Series 7 and 66 registrations and a Connecticut Life Insurance license.

 

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Continuing Education (Life Settlements – The Fourth Option): 

Applications are pending for CTFA and NJ Insurance

NJ CPE: 1.0 credit Life Settlements – The Fourth Option (Intermediate Level/Topic Financial Planning)

CFP: 1.0 credit The CFP Board has granted 1.0 credit for Life Settlements – The Fourth Option. Program ID: 260389

CTFA: (pending) Life Settlements – The Fourth Option has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

NJ CLE:  1.0 credits. Life Settlements – The Fourth Option. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total NJ CLE (0.0 Ethics). Course #54

 

Continuing Education (Spousal Lifetime Access Trusts Using Life Insurance): 

Applications are pending for CTFA and NJ Insurance

NJ CPE: 1.0 credit. Spousal Lifetime Access Trusts Using Life Insurance (Intermediate Level/Topic Tax, Consulting Services)

CFP: 1.0 credit pending 

CTFA: (pending) Spousal Lifetime Access Trusts Using Life Insurance has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

NJ CLE:  1.0 credits. Spousal Lifetime Access Trusts Using Life Insurance. This program is pending by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total NJ CLE (0.0 Ethics). Course #55

 

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