Do you have clients who might be candidates for a life settlement?
If your clientele includes people over 70 years old, then the answer is probably “yes.” In today’s episode, Bob Larsen gives behind-the-scenes details on the settlement process with a special focus on pricing out policies.In this episode, you will learn: Why it’s so important to consider life insurance settlements in 2019. How the investment community is structured. How providers decide on what policies to buy. About the role a life expectancy plays in calculating the price that providers pay for policies. How to determine if a client is a candidate for a life settlement. What an advisor should tell a client that their policy might be worth. And more!
Tune in now to learn about the settlement process and how it can be beneficial to your client.Related: How Life Settlements Can Be of Immense Benefit to a Client
Related: What To Expect When Partnering With A Settlement Broker
Resources: Settlement Masters
| The Rushmore Private Client Group
| Life Settlement Solutions for Financial Agents and Professionals