The Real Story About Life Settlements

The Lifeline Program® created one of the first research projects that specially targeted independent financial planners. The results formally confirmed our CEO’s suspicion that financial planners did not have the knowledge necessary to evaluate their clients for a potential life settlement. We commissioned Penton Research to conduct the unique study and found that the vast majority of financial advisors were unfamiliar with life settlements and the regulatory protections for seniors. The few who were somewhat aware of the transactions never took the time to understand their value and therefore never recommended them to their clients. As our exclusive White Paper explains, the primary benefit of life settlements provides liquidity from the sale of the policy.

View our White Paper

Call us to discuss this or any other research at 1-800-282-2388.