What Estate Planners & Fiduciaries Should Know about Life Settlements

One of the trends we are observing in the marketplace is the fact that more estate planners and fiduciaries are discovering life settlements to achieve client-centric outcomes.

As growing numbers of aging baby boomers turn to their advisors to help them achieve their retirement and estate planning objectives, many estate attorneys are faced with decisions regarding life insurance policies that are no longer relevant to estate plans created years ago. READ MORE

Fiduciary Duty: 3 Reasons to Include a Life Settlement Needs Analysis...

For financial advisors who offer guidance on 401(k) plan assets, individual retirement accounts or other qualified monies saved for retirement, phrases such as “fiduciary duty” and “impartial conduct standards” took on new meaning starting June 9, 2017. That’s when the first phase of the highly-publicized DOL Fiduciary Rule went into effect requiring advisors to recommend solutions that are in the “best interest of the client.” READ MORE

10 Reasons Why You May Need a New Life Settlement Broker

As a successful agent, you recognize that your livelihood as a producer hinges on your ability to identify each customer’s pain points and to recommend a solution. While sales calls may not seem difficult to others, building rapport over the telephone requires active listening skills and the use of best practices for customer retention...READ MORE

Families of Alzheimer’s Patients Turn to Life Settlements to Pay for Nursing Home Care

It’s a fact. Alzheimer’s disease is one of the costliest chronic diseases in our society. With the month of June having been declared “Alzheimer’s & Brain Awareness Month” by the Alzheimer’s Association, this is also an appropriate time to discuss how many families are turning to life settlements to help fund residential care for their loved ones suffering from Alzheimer’s and other forms of dementia...READ MORE

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