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Ratios a Provider Uses to Price a Settlement Policy
Podcasts
Bob Larsen
Ratios a Provider Uses to Price a Settlement Policy
Feb 22, 2019
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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