How to Approach the Conversation of Life Settlements with Clients: Download Guide

1 Step 1
Complete the form to access the guide.
First Name
Last Name
Zip Code
I am an insurance producer

Life Settlement Convo


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.

Complete the form to download the guide now!