Financial planning

Consider Life Settlements as an Option for Your Clients

Depending on what stage your client is at in life, there are some circumstances when you should consider a life settlement for them.

June 14, 2022

Financial planning

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.

April 01, 2022

Financial planning

How to help clients reduce longevity risk

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.

March 01, 2022

Financial planning

The Benefits of the Secondary Market for Life Insurance

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.

February 01, 2022