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 […]