Monthly Archives: July 2019

An Advisor’s Experience With the Life Settlement Process

Here is your chance to learn why a successful advisor has added life settlements to his repertoire of services.

Today, Bob Larsen speaks to David Canaday, one of the top Financial and Estate Advisors in the U.S., about his experience with the life settlement process and why he chose the “policy analysis process” as a prospecting method.

In this episode, you will learn:

  • What David’s first life settlement experience was like.
  • David’s review of Settlement Masters’ compliance process and how it compares to other brokers or providers in the market.
  • Why it’s important to process a policy the way Settlement Master does versus just getting the highest price from one provider.
  • How much work the life settlement process involved David and how much it took away from his other sales activity.
  • And more!

Tune in now to hear how an Advisor found the experience of the life settlement process was for him using the highly regarded Settlement Masters and its team.

Resources:  Settlement Masters: (877) 927-7243| | David Canaday 


The Origin and Work of the Rushmore Consulting Group

Rushmore Consulting Group, a sister company of Settlement Masters, was formed by Bob Larsen in 1981. 

In today’s podcast, Bob shares how Rushmore Consulting Group originated and what they do for their clients. He also opens up about his experience in the insurance industry and how it has influenced his work with life settlements. 

In this episode, you will learn:

  • What makes an insurance advisor an expert
  • How having the knowledge of a policy’s construction helps when working with life settlement clients
  • What makes insurance an asset versus an expense
  • What Rushmore Consulting Group does differently from other estate planning firms
  • How Rushmore Consulting Group and Settlement Masters work together

Tune in now to learn about the Rushmore Group and how they can help you with estate planning. 

Resources:  Settlement Masters: (800) 824-3911| Rushmore Consulting Group

How Do You Move Into the Upper Markets With Life Settlements?

How hard or easy is it to help clients move into the upper market?

Today, Bob Larsen answers this question by explaining exactly what it takes. He discusses how the process works in recognizing and understanding who a potential prospect is and how advisors can benefit from working with a settlement brokerage firm.

In this episode, you will learn:

  • The best approach advisors can take with their clients to discuss reviewing their policy.
  • How an open-door approach can lead to life settlements.
  • The importance of performing an in-depth analysis of a client’s portfolio.
  • Why providing the best help to your current clients helps an advisor approach the upper markets.
  • What the concept of “one-up” means in life settlements.
  • And more!

Tune in now to learn the steps that can lead you to helping clients in the upper markets.

Resources:  Settlement Masters