Advisor Insights
Practical insights on life settlements, fiduciary responsibility, and how to identify opportunities hiding in your clients' existing policies.
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Millions of life insurance policies lapse or are surrendered each year — often for a fraction of their actual market value. Here's why understanding the secondary market is no longer optional for advisors who take their fiduciary duty seriously.
Read Article →The fiduciary standard requires advisors to act in their clients' best interests. But what about the interest hiding inside a policy that's about to lapse? The legal and ethical case for adding a life settlement review to your practice.
Most advisors focus on cash surrender value when a client wants to exit a policy. But the secondary market often prices policies significantly higher. Here are five indicators that a policy deserves a closer look before anyone surrenders it.
These two products are often confused — but they serve completely different clients. Understanding the distinction protects your clients, clarifies your recommendations, and ensures you're using the right tool for the right situation.
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