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Do you have clients who might be candidates for a life settlement?
If your clientele includes people over 70 years old, then the answer is probably “yes.” In today’s episode, Bob Larsen gives behind-the-scenes details on the settlement process with a special focus on pricing out policies.
In this episode, you will learn:
- Why it’s so important to consider life insurance settlements in 2019.
- How the investment community is structured.
- How providers decide on what policies to buy.
- About the role a life expectancy plays in calculating the price that providers pay for policies.
- How to determine if a client is a candidate for a life settlement.
- What an advisor should tell a client that their policy might be worth.
- And more!
Tune in now to learn about the settlement process and how it can be beneficial to your client.
Resources: Settlement Masters | The Rushmore Private Client Group | 877-927-7243 | Life Settlement Solutions for Financial Agents and Professionals