Many advisors have the opportunity to make a big difference in their clients’ lives by helping them with life settlements. A better understanding of life settlements could help.
Bob Larsen is an expert with solutions for you to consider that you may not have considered before.
Passionate about helping the advisor obtain the best offer for their client(s), Bob shares the best ways to approach the topic of life settlements while maintaining the highest level of compliance that exceeds industry standards.
In this episode, you will learn:
- A common misconception people have about selling their policy
- Why you should use the word “institutional trust” when discussing life settlements
- Why more and more people may start hearing about settlements as an option
- And Bob’s number one piece of advice for advisors on how to approach clients about life settlements
Tune in now to learn how to address life settlements with your clients!
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