Description

While more than 90% of life insurance is typically lapsed or surrendered, strategic use of Life Settlements provides a powerful alternative: they allow clients to exit unneeded policies without lapsing them, turning dormant insurance into usable capital. Doug will share how this option does not replace tax or estate planning – it enables it by bringing additional funds to a transition or transaction, helping Advisors align their clients’ charitable, estate, and liquidity goals.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Doug Himmel