Paul W. Bowen — Speaker
A Trusted Voice in Life Settlement Education
For over 25 years, Paul has educated financial advisors, estate attorneys, CPAs, and senior planning professionals at the nation’s most respected conferences. His presentations are practical, credible, and built for professional audiences who need to understand — not just be sold.
Speaking History
Where Paul Has Spoken
From national conventions to specialized legal conferences, Paul has presented on life settlements in every major venue for financial and estate planning professionals.
International Forum (Forum 400)
Financial PlanningForum 400 is an exclusive gathering of the top life insurance and financial planning practitioners in the country, focused on case design, advanced markets, and the ultra-high-net-worth client segment. Paul presented on life settlement strategy and policy valuation as part of advanced case planning.
Audience: Elite life insurance producers and financial planners
AALU Annual Meetings
Industry LeadershipThe Association for Advanced Life Underwriting (AALU) Annual Meetings bring together the most sophisticated life insurance producers and advisors in the nation. Paul has spoken at multiple AALU events, addressing life settlement opportunities, buyer market dynamics, and advisor responsibilities.
Audience: Advanced life underwriters, estate planning professionals
Notre Dame Tax Conference
Tax & Estate LawHosted by the University of Notre Dame Law School, this prestigious conference draws estate planning attorneys, CPAs, and tax professionals from across the country. Paul's sessions focused on the tax treatment of life settlement proceeds and integration with estate planning strategies.
Audience: Estate planning attorneys, tax advisors, CPAs
Florida Bar — Attorney Trust Officer Liaison Conference
Legal / Estate PlanningThis specialized conference serves Florida Bar attorneys who work alongside trust officers and financial institutions. Paul's presentations addressed life settlements within the context of irrevocable life insurance trusts (ILITs), estate liquidity, and fiduciary responsibilities.
Audience: Florida Bar members, trust officers, estate attorneys
Trusts & Estates Magazine — National Webinar
Publications / Continuing EducationTrusts & Estates is one of the most respected publications in the estate planning and wealth management space. Paul participated in their national webinar series, reaching thousands of practitioners across the country with practical life settlement education.
Audience: Estate planners, wealth managers, attorneys nationwide
Trusts & Estates Magazine — Wealth Management Conference
Wealth ManagementThe Trusts & Estates Wealth Management Conference assembles senior practitioners in estate planning, asset management, and private wealth. Paul's sessions provided attendees with actionable frameworks for identifying and processing life settlement opportunities within existing client portfolios.
Audience: Senior wealth managers, estate planning attorneys, trust officers
Society of FSP National Convention
Financial ServicesThe Society of Financial Service Professionals (FSP) is a multidisciplinary organization of financial planners, estate attorneys, and insurance professionals. Paul spoke at the National Convention on the life settlement secondary market and advisor best practices.
Audience: Financial service professionals across disciplines
Cannon Financial — Webinar Series
Education / TrainingCannon Financial Institute provides continuing education and professional development for financial advisors and trust professionals. Paul presented in the Cannon Webinar Series on life insurance policy management, lapse alternatives, and the life settlement secondary market.
Audience: Trust professionals, bank-affiliated financial advisors
Cannon Financial — Trust School
Education / TrainingCannon Financial Trust School is a nationally recognized professional development program for bank trust officers and fiduciary advisors. Paul contributed sessions on life settlement as a lapse alternative and the fiduciary considerations surrounding policy disposition decisions.
Audience: Bank trust officers, fiduciary advisors, wealth management professionals
Florida Bar — Real Property, Probate and Trust Law (RPPTL) Section
Legal / Estate PlanningThe Florida Bar RPPTL Section is one of the most active and prestigious sections of the Florida Bar, drawing hundreds of estate planning attorneys, probate practitioners, and trust officers annually. Paul presented on life settlements within the context of estate administration, ILIT management, and trust liquidity planning.
Audience: Florida Bar members, estate planning and probate attorneys, trust officers
Hawaii Tax Institute Conference
Tax & Estate LawThe Hawaii Tax Institute is a premier annual conference for tax attorneys, estate planners, and financial professionals, offering intensive continuing legal education in a focused setting. Paul addressed life settlement strategy and its intersection with estate and income tax planning.
Audience: Tax attorneys, estate planning professionals, CPAs
Notre Dame Tax and Estate Planning Institute
Tax & Estate LawHosted by the University of Notre Dame Law School, the Notre Dame Tax and Estate Planning Institute draws estate planning attorneys, tax professionals, and financial advisors from across the country. Paul presented on the tax treatment of life settlement proceeds and policy valuation strategies within larger estate plans.
Audience: Estate planning attorneys, tax advisors, CPAs
Southern Federal Tax Institute
Tax & Estate LawThe Southern Federal Tax Institute is a long-running, nationally recognized continuing legal education program focused on federal tax law and estate planning. Paul contributed sessions on the income and estate tax implications of life settlements for attorneys and advisors serving high-net-worth clients.
Audience: Tax attorneys, estate planners, CPAs, financial advisors
MDRT — Top of the Table
Elite Financial PlanningTop of the Table is the exclusive annual meeting of MDRT's top 1% of members — the most successful financial and insurance professionals in the world. Paul presented life settlement strategy to an audience of elite producers who regularly manage complex, high-net-worth client portfolios.
Audience: Top-producing financial advisors and life insurance professionals
Heckerling Institute on Estate Planning
Tax & Estate LawThe Heckerling Institute, hosted by the University of Miami School of Law, is the largest and most prestigious estate planning conference in the United States. Paul addressed the secondary market for life insurance in the context of estate administration, ILIT disposition strategies, and elder law planning.
Audience: Estate planning attorneys, trust officers, tax advisors, financial planners
World Critical Illness Insurance Conference
InternationalHeld in Victoria, British Columbia, the World Critical Illness Insurance Conference brings together international insurance professionals, actuaries, and underwriters to discuss living benefits, critical illness products, and related market developments. Paul represented the U.S. life settlement market in discussions of secondary market innovation.
Audience: International insurance professionals, actuaries, underwriters
Certified Senior Advisor (CSA) Training
Advisor CertificationThe Certified Senior Advisor designation program trains advisors to serve the unique needs of the senior population with competence and integrity. Paul's contribution to CSA training focused on life insurance policy alternatives for seniors, including life settlements as a life-stage financial planning tool.
Audience: Advisors pursuing the CSA designation, senior market specialists
Signature Speaking Topics
Paul tailors every presentation to the audience and conference format. These are his most frequently requested topic areas. Custom topics are available upon request.
What Is a Life Settlement?
A foundational overview of the secondary market — ideal for audiences with limited prior exposure. Covers history, mechanics, regulation, and the advisor opportunity.
Advanced Case Design: Life Settlements in Estate Planning
For estate attorneys and senior financial planners. Deep dive on ILITs, estate liquidity, policy valuation, and integration with larger estate plans.
The Fiduciary Case for Disclosure
Why advisors have an ethical — and in some states legal — obligation to inform clients about the secondary market for their life insurance policies before recommending surrender or lapse.
The Life Settlement Market: State of the Industry
Market size, buyer landscape, pricing dynamics, volume trends, and the impact of interest rate environments on settlement values. Data-driven and current.
Identifying Hidden Opportunities in Client Portfolios
A practical workshop-style session for financial advisors on how to screen existing client books for life settlement candidates and integrate the conversation into annual reviews.
The Advisor-Broker Partnership
How financial advisors and life settlement brokers work together effectively — including roles, responsibilities, disclosure requirements, compensation structures, and client communication best practices.
Why Paul?
What Sets His Presentations Apart
Real Transactions, Real Numbers
Paul doesn't speak in abstractions. He draws on 25+ years of actual closed transactions to illustrate concepts with real-world case examples (anonymized where appropriate).
Advisor-First Perspective
His presentations are built for the referral professional, not the end consumer. He understands how advisors think, what they're worried about, and what they need to feel confident discussing life settlements.
Compliance-Aware Content
Having spoken at legal and tax conferences, Paul understands the importance of technically precise language, appropriate disclosure framing, and avoiding oversimplification of regulatory nuance.
Engaging, Not Salesy
Conference organizers invite Paul back because attendees leave with education, not a pitch. He focuses on building understanding — which ultimately drives referrals more effectively than any sales presentation.
My goal as a speaker is the same as my goal as a broker: to make the people in the room better at serving their clients. If they leave with one actionable idea, I’ve done my job.
Paul W. Bowen
President, Amrita Financial
Available for:
Book Paul for Your Event
If you’re organizing a conference, study group, webinar, or continuing education event and want a speaker who can deliver substantive life settlement education to a professional audience — contact us directly.