Life Settlements Belong In An Advisor's Toolkit

Insurance Newsnet published an interesting article recently entitled “Time to Rethink Fiduciary Responsibility” about why life settlements belong in an advisor's toolkit. In it, they highlight:

• Understanding life settlements – and the duty to present them

• The hidden risk of inaction

• Stories that bring it home

• Why advisors miss the opportunity

• The demographic imperative

• A tool, not a gimmick

The article concludes with: "Life insurance settlements are no longer just an option; they’re essential in financial planning." Read the full article here: Time to Rethink Fiduciary Responsibility

We're Here to Help

2.5 million seniors a year will lapse or surrender their life insurance policies, leaving behind an estimated $100 billion of benefits. As life settlements brokers, we have a fiduciary duty to you and your client to obtain the most money for the policy. We have access to many buyers (aka "providers"), which allows us to leverage buyers (our superpower) against each other for the highest offers.

Feel free to contact me any time with any questions or to discuss a client's policy.

Thank you for the opportunity to be of service!