Monthly Archives: April 2019

Why Should I Incorporate Settlements into My Prospecting and Client Service?

More and more seniors are turning 65 and struggling with these retirement questions: “How much money will I need? How will I pay for medical expenses?”

Since the need for more money is prominent amongst seniors, there is no better time to discuss life settlements with them. In today’s episode, Bob Larsen talks about the increasing importance and benefits of incorporating settlements into your prospecting and client service.

In this episode, you will learn:

  • Why it does not make sense for advisors with fiduciary responsibilities to not tell clients about life settlements.
  • Why it is important for advisors to integrate life settlements into their practice.
  • Why most people are unaware of the benefits of selling their insurance policy.
  • And more!

Resources: Settlement Masters

Sell More Life and Annuity Business Through Life Settlements

Are you an advisor with an outdated view of life settlements?

Today, Bob Larsen helps you shift your perspective to realize how much seniors can benefit from life settlements. Get ready to learn how advisors have helped clients by adding settlements to their practices and how this offering has helped them sell more life and annuity business.  

In this episode, you will learn:

  • Examples of gifting opportunities that settlements can open up for seniors
  • Why your clients may be interested in SLATs
  • How to approach the topic of annuities with seniors
  • Examples of problems that life settlements can solve
  • And more!

Tune in now to learn how you can sell more life and annuity business through life settlements!

Resources:  Settlement Masters