Selling a Life Insurance Policy: FAQs for Financial Advisors

As a financial advisor, you are probably trying to find ways to help your clients every day. You can tell your clients that they need to save more or help them with some tax advice, sure, but putting a substantial amount of cash in your client’s pockets is a bit trickier. What if I told you that there is a way to do this, while also being able to save your clients money every month? It may sound a little too good to be true, but helping your clients obtain a life settlement payout by selling an unneeded or unwanted life insurance policy, even term insurance, can do just that. In fact, I want to take some time to answer your questions in order to help you see that the process can provide significant benefits to your client as well as you, the advisor. So, let’s start at the top with these frequently asked questions.

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