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The best practices approach to life settlement transactions

Life Settlements in the New Era of Fiduciary Standards and Best Interest Rules

2020 marks a new era of compliance requirements for advisors. So how does that impact life settlements?

To learn what the new compliance regulations mean as it relates to a best practices approach for life settlement transactions, download our new FACT BROCHURE titled “Life Settlements in the New Era of Fiduciary Standards and Best Interest Rules.” .

Discover why your clients’ best interests require the services of a life settlement broker when selling policies in the secondary market.

Take Aways from our Fact Brochure:

  1. What do the new rules mean as it relates to life settlement transactions?
  2. Why is it in your client’s best interests to partner with a life settlement broker?
  3.  If brokers have a fiduciary duty to the policy seller, whose interests do the buyers represent?
  4. What should advisors look for when partnering with a life settlement broker?

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