Monthly Archives: February 2019

What’s in the Minefield of Settlements?

Finance, Financial, Settlement, ,

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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

 

What Are Some of the Ratios a Provider Uses to Price a Policy?

Finance, Financial, Settlement, ,

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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.

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