Advisor's Guide to Life Settlements
- Lisa Rehburg
- 4 days ago
- 1 min read
Insurance NewsNet, sponsored by the Life Insurance Settlements Association (LISA), has put together a special life settlement guide called "The Advisor's Guide to Life Settlements". This 12 page, easy to read guide has everything you need to know about life settlements and presenting them to your clients. Here is the complete guide:
The guide highlights all aspects of life settlements, including:
Why every advisor should be offering life settlements
Survey data revealing opportunity gaps
Perspectives from LISA board members
How to get started with the process.
We help clients, and their advisors, benefit from unwanted, unneeded or unaffordable life insurance policies. We are life settlements brokers with a fiduciary duty to you and your client to obtain the most amount of money for their policy. Selling a life insurance policy netted clients an average of 6.5 times the cash surrender value in their policies last year.
Besides helping a client, financial and insurance advisors benefit with more commission, assets under management, and additional product sales. We have been licensed for over 35 years, all of that time working with advisors and their clients. We're here to help.