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Attorneys, CPAs, CFPs...
Some of Your Clients Need
A Trusted Life Settlement Provider
This life settlement provider reference page applies to the following professional advisers:
CPAs
Attorneys
CFPs/financial planners
Wealth Managers
Life Insurance Agencies/Brokers
Whether you like, hate, or really don't know much about the life settlement industry, this market continues its tremendous growth.
With states passing legislation to standardize how life settlements are sold and Wall Street's escalating investment interest, it appears that this asset class will be around for awhile. 
It makes no difference whether professional advisors decide to actively participate in these securities. However, from a fiduciary standpoint, it's prudent to realize that they do exist and represent a valuable option for many seniors.
If elderly clients own a life insurance policy that is no longer affordable or is simply not wanted or not needed, it's crucial that they be informed of a life settlement.
Click here to read this adviser liability article
Never Sell A Life Insurance Policy without
first reading this Special Report.
Click here to receive your FREE 31-page special report.
"Life insurance settlements provide living benefits that can be utilized by individuals, corporations, trusts, and non-profit or charitable organizations, alike. Financial advisers and their senior clients should be acutely aware of the tremendous monetary value hidden within many life insurance policies."
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 Fortress Financial Group, LLC, a northern Colorado based financial planning firm, founded by Robert M. Smith, CFP, focuses on strategies to legally preserve and protect 401k, 403b retirement plans and other pension plans from federal and state income and estate taxes. Fortress Financial Group, LLC, serves local and regional areas of Colorado, including Denver, Boulder, Colorado Springs, Fort Collins, Loveland, Greeley, and other locations within the U.S.
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