Markets
Solutions Marketplace
Research
Business Growth
ETFs
Retirement
Alternatives
Subscribe
Markets
Solutions Marketplace
Research
Business Growth
ETFs
Retirement
Alternatives
Subscribe
Ratios a Provider Uses to Price a Settlement Policy
Podcasts
Bob Larsen
Ratios a Provider Uses to Price a Settlement Policy
Feb 22, 2019
Trending
How To Talk to Families About Estate Planning
The Challenger Sale and What the Market is Telling Advisors about AI
Why Private Markets Could Be the Smartest Play in a Volatile World
Emerging vs. Developed Markets: Where the Smart Money May Head in 2025
Another New ETF Adds Income to Bitcoin
The Quiet Surge: Who’s Really Driving the U.S. Equity Rally?
Elon Musk’s Vision of Life in 2100: Futuristic Dream or Dystopian Nightmare?
20 High-Impact Marketing Fixes for a Strategy That Stands Out
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 process
with 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