Ratios a Provider Uses to Price a Settlement Policy

Do you have clients who might be candidates for a life settlement?

If your clientele includes people over 70 years old, then the answer is probably “yes.” In today’s episode, Bob Larsen gives behind-the-scenes details on the settlement processwith a special focus on pricing out policies.Related: Why It’s So Important to Consider Life Insurance Settlements in 2019

In this episode, you will learn:

Why it’s so important to consider life insurance settlements in 2019.

How the investment community is structured.

How providers decide on what policies to buy.

About the role a life expectancy plays in calculating the price that providers pay for policies.

How to determine if a client is a candidate for a life settlement.

What an advisor should tell a client that their policy might be worth.

And more!

Tune in now to learn about the settlement process and how it can be beneficial to your client.

Resources: Settlement Masters | The Rushmore Private Client Group | Life Settlement Solutions for Financial Agents and Professionals