Are you hesitant to explore life settlements for your clients?
If so, you may be experiencing a “minefield”: a negative perception of life settlements.
Bob Larsen is here to clear up misconceptions as the federal government and regulators believe that settlements are an absolute option for seniors, and Bob knows firsthand how life-changing they can be.
Here is what you will learn in this episode:
- The four barriers which hold advisors and clients back from exploring life settlements.
- Steps clients can take to gain a better understanding of life settlements.
- Ways prospective clients can vet Settlement Masters.
- Questions every client who is considering selling their policy should ask.
- And more!
Tune in to learn how you can improve your knowledge on life settlements and clear away minefields!
Resources: Settlement Masters
Apple’s Comeback for Tim Cook Is Complete
Advisors: Are You Leaving Revenue On The Table?
Go the Extra Mile and Clients Will Love You, Right?
7 Steps to Future Proof Your Financial Life
4 Reasons for Exercising a Little Less Impulse Control
What Is Essentialism and Why It Should Be Important to You
7 Tips to Attract the Best Customers for Your Business
How and Why to Invest Intentionally
Four Efficient Ways to Keep Your Employees Engaged
3 Keys to Wealth Protection That Every High-Earner Should Know
Development23 hours ago
Why Investors Should Pay for Advice
Strategies23 hours ago
Diamonds Are Now an Institutional Asset
High-Conviction Investing24 hours ago
Valuing Equities in a Low-Growth World
Development2 days ago
How to Create a Great Value Proposition
Research2 days ago
Americans Are Preparing for a Recession
Advisor Marketing2 days ago
How Great Advisor-Marketing Happens in the Expertise Economy
Permission to Succeed2 days ago
Advisors Can Adapt Through Education with Sean Walters
Financial Podcasts4 days ago
What Would 100 Referrals Mean For Your Business