Monthly Archives: June 2019

How Can a Life Settlement Help in Selling LTC and Other Product Solutions



To what extent can integrating settlements into an advisor’s business truly help?

It’s been said before, “people don’t know what they don’t know.” Settlements are useful in ways advisors haven’t considered. In today’s episode, Bob Larsen explains how integrating settlements into an advisor’s business can help in selling other products their clients need.  

In this episode, you will learn:

  • Examples of how life settlements can help in selling other product solutions.
  • Two important products clients and prospects are most interested in learning more about..
  • How advisors can approach clients about selling their policy without bringing up end of life.
  • The best way advisors can integrate life settlements into their business and why they should.
  • The success rate of advisors who integrate life settlements into their practice.
  • How using settlements can help advisors in selling long-term care and other product solutions the clients need.
  • And more!

Tune in now to learn how you can integrate life settlements into your business and how it can help you in selling other products.

Resources:  Settlement Masters

 


Why the Policies of 70-90-Year-Olds Have Fallen Apart



What’s going on with policies that were issued in the 80s and 90s?

Most of those insurance policies have been damaged and most of the people affected are unaware. In today’s episode, Bob explains what has caused insurance policies to fall apart and what seniors should do if they have a damaged policy.

In this episode, you will learn:

  • What Bob means when he says policies are falling apart
  • At what point seniors usually become aware of the problem with their policies
  • The best course of action for seniors who discover they have damaged policies
  • Important things to look out for when a policy diagnostic is done
  • What advisors can do to help clients who have damaged policies

Tune in now and learn what steps to take if you or your client has a damaged insurance policy.

Resources:  Settlement Masters