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Financial Advisors / Brokers

Financial Advisors / Brokers

A proven option well-suited for today’s investors The growing life settlement market offers an exciting new investment option for advisors who serve:

  • Retirees — who have unneeded or under-performing life insurance policies; are looking for estate planning options that enhance their current portfolio; need liquidity for other investments; want to free up cash for charitable giving; seek to finance long-term care; or, enable cash gifting to family members.
  • Corporate clients — that may be considering the sale of their company; are evaluating “key man” life insurance policies on departing executives; or are looking for ways to enhance severance or retiree packages.
  • Charitable organizations — that accept donated life insurance policies from donors who may not have otherwise been in a position to contribute; wish to donate without depleting cash reserves or losing income-producing assets; are looking to achieve their philanthropic legacy while still living; or, are seeking to further their estate planning objectives in order to create an opportunity for future gifting.

 

The appeal of life settlements to such a broad array of potential investors offers you, as a financial advisor, another tool you can rely on to enhance the strength and diversity of your clients’ portfolios in the years ahead.