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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.
Read this adviser liability article
Take the client qualifying test
"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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Life settlement companies vary greatly
in quality, experience, and in having
a policy owner's best interest in mind.
Turn to trusted professionals to receive
the life settlement regulations for your state
along with a free, no-obligation policy appraisal!
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