FACT: Life insurance is a critical part of financial planning.
FACT: The vast majority of life insurance—specifically senior-owned policies—is eventually lapsed or surrendered back to the insurance company for little or no value to the policyowner.
FACT: Policyowners at risk of lapsing or who are considering surrendering their life insurance policies have an alternative option available—a life settlement.
Yet consumers and financial professionals are often unaware, not fully informed (or even misinformed) of the valuable financial benefits that a life settlement can provide.
This guide will provide you with everything you need to know about life settlements, including:
- When they should be considered for your clients
- Criteria for qualifying policies
- Regulations governing the marketplace
- The life settlement transaction process
Life settlements can help you generate retirement income for your clients. The more you know about them, the more your clients—and you—can benefit from this unique financial planning option.
Get your free copy of The Definitive Guide To Life Settlements For Financial Professionals today.