Do you have clients who might be candidates for a life settlement?
If your clientele includes people over 70 years old, then the answer is probably “yes.” In today’s episode, Bob Larsen gives behind-the-scenes details on the settlement process with a special focus on pricing out policies.In this episode, you will learn:
Why it’s so important to consider life insurance settlements in 2019.
How the investment community is structured.
How providers decide on what policies to buy.
About the role a life expectancy plays in calculating the price that providers pay for policies.
How to determine if a client is a candidate for a life settlement.
What an advisor should tell a client that their policy might be worth.
