How to Help Your Client Choose a Life Settlement Provider

Jun 9, 2021 9:10:00 AM / by LISA posted in Financial Advisors, financial stress, life settlement, Life Insurance Settlement, Life Insurance, Life Settlement Provider

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Many life insurance policy owners may wonder where to start when pursuing a life settlement provider. Selling a life insurance policy is an important decision for policyholders to make and one that should not be taken lightly. They need to know they can trust their provider to help them sell their policy, which is why the decision must be evaluated on a case-by-case basis. Having a complete understanding of your client and their goals is imperative in guiding them in their determination of how to choose a life settlement provider. 

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What Is a Fiduciary Responsibility for Financial Advisors?

May 19, 2021 9:10:00 AM / by LISA posted in Financial Advisors, Financial Planning, financial stress, life settlement

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Helping Your Clients Afford a More Expensive Retirement

Apr 26, 2017 1:35:00 PM / by Darwin Bayston, CFA posted in Financial Advisors, life settlement

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The sustained low interest rate environment brought on by the financial crisis of the late-2000s has forced financial planners to revisit some of the broad assumptions we’ve made in the past for projecting portfolio returns. A new article in the Journal of Financial Planning, “Planning for a More Expensive Retirement,” takes this anecdotal reality to an empirical level by studying the implications of continued low returns on retirement plans.

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