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


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