Settlement Group

Month: September 2018

Do Financial Professionals, Life Insurance Agents, and Brokers have a fiduciary responsibility to inform their client’s on the benefits of a life settlement?

Well you may want to consider the following scenario: Your client no longer needs his $1,000,000 life policy and would like to surrender the policy for its cash value. The client contacts you to start the transaction, you have a basic understanding of life settlements, but instead doing more research and talking to a life settlement …

Do Financial Professionals, Life Insurance Agents, and Brokers have a fiduciary responsibility to inform their client’s on the benefits of a life settlement? Read More »

Life Settlements are becoming commonplace.

Life Settlements are becoming commonplace. Why? Because a life settlement, can give a policyholder the option to convert an unwanted life insurance policy into a lump sum settlement instead of lapsing the policy or surrendering the policy for its current surrender value. Today’s policy owner’s can sell their life insurance policy in the secondary life insurance market …

Life Settlements are becoming commonplace. Read More »