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Are you aware of the problem affecting seniors who have life insurance policies?  Do you know all of the options which could help your clients?

Today, Bob Larsen shares why advisors have a great opportunity in partnering with a respected settlement broker to address the growing life insurance policy problem, and how Settlement Masters can help.

In this episode, you’ll learn:

• How advisors can become active in the senior planning market to help clients with defective life insurance policies.
• The top reasons that hold back advisors from seeking help and addressing the problem.
• How choosing to overcome fear can help you provide the best for your client.
• Things to look for when selecting a settlement broker.
• What you, as an advisor, can expect when you partner with Bob Larsen at Settlement Masters.
• And more!

Tune in now and learn how you can take action to help your senior clients and avoid partnering with the wrong settlement brokers.

Resources: Settlement Masters | The Rushmore Private Client Group  | 877-927-7243 |  Life Settlement Solutions for Financial Agents and Professionals

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | Email | TuneIn | RSS | More

Do you have clients who purchased life insurance in the 90s and early 2000s?

Clients could face tremendous losses as insurance companies are increasing the cost of insurance that can and will destroy cash values and shorten the time their policies stay in-force or cause a higher premium to be paid in order to keep the policy in-force.    

Advisors, it’s time for you to consider a life insurance diagnostic as an option to your elderly clients. In this episode, Bob teaches you how to find prospects and determine if they’re the right candidates for a settlement diagnostic.

In this episode, you will learn:

• Why institutional funds want to buy life insurance policies from individuals
• What factors to look for in a prospect
• Ways for advisors to start prospecting to the 75-90 age group
• How to incorporate prospecting into your planning process
• And more!

Tune in now and get Bob’s expert advice for finding the right prospects!

Resources: Settlement Masters | The Rushmore Private Client Group  | 877-927-7243 |  Life Settlement Solutions for Financial Agents and Professionals