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


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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5 Reasons Why Your Clients Need Life Settlements

May 27, 2021 9:10:00 AM / by LISA posted in financial stress, life settlement, Life Insurance Settlement, Life Insurance

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Life settlements are a great way for retirees to gain a bit of extra cash in times of need. They are generally a win-win for everybody involved, from your clients who receive them to the institutions that invest in them. While there are lots of rules and regulations surrounding the selling a life insurance policy, it can definitely be a great way for policyholders to receive funds if they realize they no longer want or need their policy. In this blog, we’ll cover a few reasons why your client may need a life insurance settlement.

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A Life Settlement and Replace Strategy that Remains Viable

Mar 14, 2017 10:44:00 AM / by Robin S. Weinberger and Peter N. Katz posted in Financial Planning, life settlement, Life Insurance


The days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.

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