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| Bob@thesettlementmasters.com | David Canaday 

 


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