Life Settlement agents focusing on the baby-boomer or senior market need to have a strong understanding of the Life Settlement marketplace. This webinar archive focuses on what makes Life Settlements an attractive opportunity for agents and advisors.

The target market for Life Settlement individuals 65 and older will nearly double over the next 25 years. Financial advisors have a fiduciary responsibility to discuss a Life Settlement with their client if they are going to surrender or lapse a policy. This presentation provides a brief history of the market, and gives practical information regarding the settlement industry.

• History of Life Settlements
• Qualification Parameters
• Finding Opportunities
• Rationales for Life Settlements

This session focuses on what makes Life Settlements an attractive product opportunity for agents and advisors while offering guidance on how to build a successful business within your practice. This section also provides a discussion of the topics that every life insurance producer and financial planner should be aware of before introducing this as an option to their clients.

• Valuation Parameters
• Transaction Process
• Defining the Key Players
• Marketing Ideas

This section examines the legal issues that insurance agents need to know about Life Settlement transactions, including the licensing requirements of an agent, disclosure in regards to compensation, and securities laws that apply to Life Settlements.

• Disclosures & Agreements
• Representations & Warranties
• Securities Laws
• Licensing Requirements