The result of a policy valuation might be that the policy is performing well and should be maintained. Or you may find that the policy is worth far more than you previously thought and your client can benefit from a reallocation of those assets through a life settlement. In either case, it is a win. As you meet with your clients, consider sharing the following points about life settlements: Term…
Ongoing professional education is a critical element for the success of one’s practice and can be the distinguishing factor in demonstrating value to your clients. The market continues to evolve in its application through a variety of transaction options and policy types. Policyowners can choose to receive cash or retain a portion of their coverage while eliminating premiums. Policy minimums have also been reduced to $100,000 which broadens the application…
Have you talked to your network about life settlements? Yes, they may be familiar with the concept, but are they aware of the real value life settlements can bring to their clients? As a life insurance expert and trusted resource, you want professional advisors to refer you opportunities when they have a client who needs new life insurance coverage. Who do these advisors contact when a client is looking to…
