Advisor Insights
Practical insights on life settlements, fiduciary responsibility, and how to identify opportunities hiding in your clients' existing policies.
Featured Article
Featured Read
When a client no longer needs or can no longer afford a life insurance policy, most advisors default to cash surrender value. But the secondary market often prices the same policy significantly higher. Here is how the two options compare, and why the difference can be tens or hundreds of thousands of dollars.
Read Article →The fiduciary standard requires advisors to act in the client's best interest. Yet millions of policies are surrendered or lapse each year without a settlement review. Here is the case for adding a life settlement evaluation to your practice, and how it protects both your client and your compliance posture.
The distinction between a provider and a broker in the viatical settlement market is not semantic. It determines who the seller is working for, how many offers they see, and how much money ends up in their pocket. Here is what advisors need to know to protect terminally ill clients.
Subscribe below to get new advisor insights delivered to your inbox.
Stay Informed
New articles on life settlements, fiduciary best practices, and client conversation frameworks. Delivered to your inbox. No spam. Unsubscribe anytime.
For financial advisors, estate planners, and insurance professionals. No client lists, no spam.
Reading about life settlements is a great start. The next step is a quick conversation with us.