Rocky Mountain Insurance Webinar – Life Settlements
May 3, 2022 @ 11:00 am - 11:30 am
Web conferencing details provided upon confirmation.
Register to join us for a 30-minute life settlement webinar!
How Can My Clients Benefit from a Life Settlement?
A life settlement can be the key to financial freedom for many seniors. There are many ongoing studies about the realities of our aging population and how seniors have not adequately planned for retirement and/or medical expenses. Our goal is to provide advisors with the needed tools to help them best educate their clients of all their financial options.
What Should I Expect to Learn?
Capital market update
Current pricing and underwriting standards
Regulatory and legislative support for the life settlement industry
New suitability and best interest rules
Why policy valuations and audits are vital to proper insurance planning
How a longevity study can help premium allocation concerns
How simplified underwriting is used for pre-pricing