• rsz_1reinvest-crop-600x338small
    October 13, 2015

    The Benefits of Recommending the Sale of a Client's Life Insurance Policy

    Those of us who have worked with consumers to develop and execute a personal financial plan can attest that there is something truly rewarding about helping a family achieve its financial goals. An advisor’s highest calling is to analyze a client’s personal finances, discuss their objectives and then educate them about the options available in order to accomplish those objectives, while acting in the best interests of the client.

    Read More
      • Life Settlement
      • life settlement transaction
      • Life Settlements
      • Lapsed Life Insurance
      • Hidden Asset
      • average value of a policy
      • alternative to keeping an insurance policy
      • alternatives to lapsing or surrendering a life insurance policy
      • alternatives