In this guide, we will review some suggestions for how to approach the life settlement conversation with clients in a way that’s sensitive to those professional instincts and respectful of your ethical duties to advise clients of their most appropriate financial planning options:
- How to begin the conversation
- The explanation
- The importance of a non-emotional attachment
- Financial planning tool
All professional advisors have a moral responsibility—if not a fiduciary duty—to understand and inform their clients about options available with unneeded or unaffordable life insurance policies, including a possible sale of the policy.
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