Tag Archives: Settlment Masters

What To Expect When Partnering With A Settlement Broker

December 3, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

You have made the decision to partner with a settlement broker. That’s great! What should you expect when working with them?

In today’s episode, Bob Larsen sheds a light on the way advisors should approach the market and the top things a settlement broker should provide you through your partnership.

In this episode, you will learn:

Why advisors need to partner with professional settlement brokers.
The top things to look for when choosing a settlement broker.
The expectations an advisor should have of a professional settlement broker.
Settlement Masters’ unique approach to working with advisors.
And more!

Tune in now to learn all about why you should partner in the settlement business!

Resources: Settlement Masters | The Rushmore Private Client Group | 877-927-7243 | Life Settlement Solutions for Financial Agents and Professionals

Why Should I Partner in the Settlement Business?

November 30, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Are you aware of the problem affecting seniors who have life insurance policies? Do you know all of the options which could help your clients?

Today, Bob Larsen shares why advisors have a great opportunity in partnering with a respected settlement broker to address the growing life insurance policy problem, and how Settlement Masters can help.

In this episode, you’ll learn:

How advisors can become active in the senior planning market to help clients with defective life insurance policies.
The top reasons that hold back advisors from seeking help and addressing the problem.
How choosing to overcome fear can help you provide the best for your client.
Things to look for when selecting a settlement broker.
What you, as an advisor, can expect when you partner with Bob Larsen at Settlement Masters.
And more!

Tune in now and learn how you can take action to help your senior clients and avoid partnering with the wrong settlement brokers.

Resources: Settlement Masters | The Rushmore Private Client Group | 877-927-7243 | Life Settlement Solutions for Financial Agents and Professionals

How I Qualify Prospects and Increase My Success Rate

November 22, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Do you have clients who purchased life insurance in the 90s and early 2000s?

Clients could face tremendous losses as insurance companies are increasing the cost of insurance that can and will destroy cash values and shorten the time their policies stay in-force or cause a higher premium to be paid in order to keep the policy in-force.

Advisors, it’s time for you to consider a life insurance diagnostic as an option to your elderly clients. In this episode, Bob teaches you how to find prospects and determine if they’re the right candidates for a settlement diagnostic.

In this episode, you will learn:

Why institutional funds want to buy life insurance policies from individuals
What factors to look for in a prospect
Ways for advisors to start prospecting to the 75-90 age group
How to incorporate prospecting into your planning process
And more!

Tune in now and get Bob’s expert advice for finding the right prospects!

Resources: Settlement Masters | The Rushmore Private Client Group | 877-927-7243 | Life Settlement Solutions for Financial Agents and Professionals

What Do I Say to a Prospect to Get Them to Move?

October 29, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Many advisors have the opportunity to make a big difference in their clients’ lives by helping them with life settlements. A better understanding of life settlements could help.

Bob Larsen is an expert with solutions for you to consider that you may not have considered before.

Passionate about helping the advisor obtain the best offer for their client(s), Bob shares the best ways to approach the topic of life settlements while maintaining the highest level of compliance that exceeds industry standards.

In this episode, you will learn:

A common misconception people have about selling their policy
Why you should use the word “institutional trust” when discussing life settlements
Why more and more people may start hearing about settlements as an option
And Bob’s number one piece of advice for advisors on how to approach clients about life settlements

Tune in now to learn how to address life settlements with your clients!

Resources: Settlement Masters | The Rushmore Private Client Group | 877-927-7243

The Fantastic Five: 5 Methodologies for Finding Prospects for Life Settlements

October 29, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Getting excited about prospecting comes easily to Bob Larsen, especially with there being so many people who could benefit from a life settlement. In fact, 70% of seniors over 80 years old own a life insurance policy that will be cashed out or lapsed before they pass away.

But how does Bob find these people?Today, Bob is sharing his five tried-and-true methodologies for finding life settlement prospects.

In this episode, you will learn:

Why the saying “always be prospecting” is important
Several ways to get connected with the 80-year-olds, and up, target market
Why family members are a valuable source for prospecting
The role that estate planners play in your prospecting plan
And more!

Tune in to learn about Bob’s five prospect methodologies and get excited about finding diamonds in the rough who are waiting for your help!

Resources: Settlement Masters | Diana Kyle, Senior Relations Manager: 877-927-7243 | The Rushmore Private Client Group

De-Myth the Settlement Industry

October 29, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Since there are numerous myths surrounding the settlement industry, people who are reviewing their life insurance policies might overlook the option of considering a life settlement.

Today, Bob Larsen exposes common myths about the settlement industry and shares how you can apply this information.

To help you gain clarity about life settlements, Bob explains:

What it means to consider a life settlement.
What concerns people usually have about selling their life insurance policies.
Who will buy these life insurance policies?
How life insurance is a different kind of asset compared to other policy types.
How to broach the subject of life settlements with parents who are 80+ years old.
And how families can get the most out of their life insurance policies.

Tune in now to learn how you and your family can maximize your life insurance policy!

Resources: The Rushmore Private Client Group | Settlement Masters

A Volcano is about to Blow in the Insurance Industry

October 29, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Boomers are sitting on top of a volcano that is about to blow. They are losing millions of $, and they are totally unaware of what is happening: they’re sitting on top of a volcano that is about to blow in the insurance industry.

Join Bob as he explains how and why eight major insurance companies are at this point of near-explosion.

Why, after hundreds of years, would insurance companies increase the expenses inside of their life policies?
Why have these insurance companies chosen policies issued between the years 1990-2009?
How come baby boomers with life insurance are particularly vulnerable?
Why is it essential for baby boomers to have a financial analysis on their life insurance policies?
What is the benefit of the analysis?
What should people consider when they’re buying life insurance?

Resources: The Rushmore Private Client Group | Settlement Masters

The Evolution of a Great Industry

October 29, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

There is a growing opportunity for seniors who own life insurance. However, a poll has revealed 90% of seniors had no idea this opportunity existed and many were disappointed their financial advisors didn’t discuss this with them.

In today’s podcast, Bob Larsen explains how seniors could benefit financially from life insurance settlements.

In this episode, you will learn:

Why the life insurance industry has exploded and what it means for senior policyholders
What institutional funds consider when making the decision to buy a policy from a senior
What financial opportunities may be in store for people 70 to 90 years old
Examples of life insurance settlement success stories from Bob’s clients
What seniors should know if they are considering cashing in or lapsing a life insurance policy
Why Bob believes that it’s essential for seniors to have an analytic, objective diagnostic done on their life insurance portfolio

Tune in now to learn how a life insurance settlement may benefit you, your family, or your clients!

Resources: Settlement Masters™ | The Rushmore “Private Client” Group

Don’t Miss the Diamonds in Your Own Backyard

October 5, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Are you missing opportunities that are right in front of you?

In today’s podcast, Bob Larsen shares stories about people who have had life-changing experiences by tapping into resources they’d had all along.

In this episode, you’ll learn:

The story of a diamond-seeker that inspired this podcast’s title
How Bob’s teenage work experience inspired his niche in the insurance industry
What listeners can expect to learn from Acres of Diamonds Podcast
Examples of life insurance settlement opportunities that people often overlook
Ways that settlement money may be reinvested to exceed the value of life insurance
Why it is essential to view your life insurance portfolio as an asset, and what actions to take

Tune in now to learn more about how the opportunity that can change our lives might be sitting right next to us!

Resources: The Rushmore Private Client Group | Settlement Masters

Introduction to Bob Larsen, President & CEO of The Rushmore Private Client Group and Settlement Masters, LLC

September 21, 2018Finance, Financial, SettlementAcres of Diamonds, Bob Larsen, Settlment Mastersacresofdiamonds

Podcast: Play in new window | Download

Welcome to the Acres of Diamonds Podcast with Bob Larsen, President & CEO of The Rushmore Private Client Group and Settlement Masters, LLC.

In this inaugural episode, Bob Larsen helps you get to know him by discussing his specialization, community involvement, and beliefs.

Here’s what you’ll learn in this episode:

Why Bob decided to work in financial services
Bob’s definition of the “tsunami effect” in the life insurance industry
His strategy for providing education to financial service professionals
An introduction to the settlement world
Bob’s financial philosophy and definition of “wealth”
What he enjoys doing outside of the office
And more!

Tune in now to learn about Bob and how he can help you keep family wealth in your family!

Resources:

The Rushmore Private Client Group | Settlement Masters

NOTE: Mr. Larsen references several books and a quote from George W. Cecil, that has been paraphrased to render an interpretation of its applicability to a person’s hesitation to make decisions.