Life Settlement Contract
Life settlement broker disregards fiduciary duties
For many years, policy holders have wanted to sell unneeded life insurance, via life settlement contracts, but this was done in a way that was not beneficial to the client or the advisor. A new method has been introduced which will mitigate abuse of the life settlement broker who may not fulfill his fiduciary responsibilities. The life settlement contract can be placed for auction to offer the best price on the life settlement sale.
Life Settlement Contracts in Retirement Planning for Auction
Current Sales Model for Selling Life Settlements
Auction-style of Life Settlement Contracts
Pros of Life Settlement Contract Auctions
Don’t just work with any life insurance agent.
Work with a licensed FIDUCIARY (what is a fiduciary?)
Work with a team that has perfected the strategy over thousands of successfully implemented premium financed life insurance plans.
Work with an expert that can show illustrations with maximum tax-free income and estate tax goals.
Work with an expert that can show ways to avoid the need for using your personal assets as additional collateral – Yes, there are designs that use just the cash value of policy.
Work with an expert that’s more interested in getting you in the BEST policy for you – not the best commission for him.
Work with a team that would rather under-promise and over-deliver
Work with a team that will stress-test your planning for scenarios that have never happened to make sure you’re secure.
Won’t waste your time Guarantee:
If we can’t address your goals and concerns better than the people you’re currently working with, we’ll send you $100.
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No-obligation illustration to see if we can help you get the most out of your tax free income retirement planning