Life settlements are confusing, at best. That confusion can make you uncomfortable. So much so that you allow a client to surrender or lapse a policy without exploring the option. That would be a mistake – one that could cost the client money and put you in hot water. It’s hard to move ahead if you do not know how. We understand that, just like we understand life settlements.
By attending this session, you will learn when and how to sell a policy to get the most value for your client. We will outline a prudent process for you to follow to limit your liability, while ensuring that you maximize the value of your client’s assets – your duty as Trustee. By working through real-life case studies with us, you will see clearly how the process works. If there is one session on life settlements, you should attend – this is it.
Attendees are eligible for free Continuing Education (CE) credits.