Posts Tagged ‘life settlements’
Helping Your Client (and You Too!) Benefit From a Hidden Asset
2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. These could be your clients, and you can help them in a new way. Besides helping a client (first and foremost), you can help your business. Life insurance policies, including term policies, are an asset that clients own.…
Read More7 Steps to Stop Long-Term Care from Bankrupting Your Clients
How many times have your clients come to you looking to help them deal with a health or long-term care driven crisis after it’s too late? Here are 7 steps to help them overcome these problems, either for themselves or for their aging parents, without needing to spend down all their income and assets or…
Read MoreAlternative Asset Based Funding for Long-Term Care
Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…
Read MoreThe Secondary Market for Life Insurance – Current Trends, New Applications
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using…
Read MoreThe Evolution of Life Settlements to Help Seniors Pay for Care
This session educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. From the history of the market through the evolution of industry regulation and compliance to today’s modern secondary market. The life settlement market has evolved over the last 30 years into a mainstream financial…
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