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New Assets for Your Clients

“According to a 2016 survey, more than 85% of seniors were not aware that their life insurance policy could be sold for an immediate, one-time cash payment. Perhaps more startling, 90% of policyholders whose policies lapse would have considered a life settlement, had they known it was an option.”

This download is specifically designed to help investment and wealth managers better understand life settlements, including what a life settlement is, who qualifies, when a life settlement makes sense, and how to talk to your client about this important option.

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