Selling Unwanted Life Insurance: A Tale as Old as 1911?

Uncommon Solutions

English - October 21, 2020 18:36 - 11 minutes - 10.6 MB
Investing Business finance financial financial advisor investment advisory life insurance private capital wealth management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The "Jim Harbaugh" Strategy for Retaining Key Business Executives

Next Episode: Why Policy Review is 2021's Best Conversation Starter

Risk Disclaimer:

While life settlement transactions may be a valuable source of liquidity for people whose life insurance needs have changed over time, and for those who would otherwise surrender their policies or allow them to lapse, they may not be suitable for everyone.

Schechter and its representatives do not provide legal or tax advice. Clients are encouraged to consult with their legal and tax professional(s) before engaging in a life settlement transaction.

The information discussed in this podcast does not represent individualized investment advice, professional legal or tax advice, and should not be used as a basis to project the success or suitability of any particular life settlement investment. Actual results will vary depending upon the insured age, health rating, premium amount, death benefit amount, insurance policy, interest rate, performance, and other variables. Past performance is not indicative of future results.