Life Settlements and Fiduciary Responsibility
As a financial advisor, you may have a fiduciary duty to educate your clients about life settlements. Find all you need to know here.
News about Lighthouse Life and life settlements
News about Lighthouse Life and life settlements
As a financial advisor, you may have a fiduciary duty to educate your clients about life settlements. Find all you need to know here.
The risk of outliving one’s assets is called longevity risk, and it is a real and growing concern for many people nearing or already living in retirement. Life insurance policy appraisals and life settlements can help reduce this risk.
The secondary market could offer unrealized value in your clients’ life insurance policies. Understand this process and how to navigate it as a financial advisor.
Similar to finding a valuable antique in the attic, a policy appraisal could discover unrealized value sitting in your client’s life insurance policy.