The Real Story About Life Settlements

According to a recent Penton Research study, December 2014, the vast majority of financial advisors are either unfamiliar with life settlements, or are familiar with them but have never recommended them to clients. As this white paper explains (see thumbnail), the primary benefit of life settlements for clients and advisors today is an opportunity for clients to put more money in motion for investments or other pursuits. This provides a major opportunity for financial advisors to advance client portfolios and bring more assets under management.

In this webinar, you will learn:

  • Advisor perceptions of life settlements today
  • The reasons behind many misperceptions
  • How to use life settlements to better serve clients and grow portfolios

We also recommend you view and listen to the webinar entitled, "Money in Motion: Why Today’s Life Settlements Aren’t What You Think."

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