The Appropriateness of Selling Life Insurance Policies to a Secondary Market

In a Senior Life Settlement, Clients Rely on their Financial and Legal Advisors for Proper Due Diligence

According to industry statistics, more and more of your clients will be seeking a life settlement over the next decade as being a part of their financial planning process.  Whether these clients use the proceeds from the life settlement to fund their retirement or to help them with ongoing medical care or allowing them to fund their favorite charity, the financial planning professional needs to fully understand the process and tax consequences.

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