January Webinar

2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. These could be your clients, and you can help them in a new way. Besides helping a client (first and foremost), you can help your business.

Life insurance policies, including term policies, are an asset that clients own. As with any asset, it can be sold, yet few people know this is an option. Most of the time, clients simply stop making the premium payments and lapse the policy. Or, they surrender them (cash them out) back to the insurance company. These clients could be leaving tens of thousands, or hundreds of thousands, of dollars behind – all because they do not know about life insurance settlements. This one hour webinar, endeavors to educate professionals who work with seniors regarding all aspects of life insurance settlements, including their legality, regulation, how policies are valued, which clients can best benefit, when it works and when it doesn’t, taxation, etc. Life insurance settlements can also be a funding source for clients who are looking for ways to pay for long term care needs such as assisted living, memory care, home care, and other care needs. Your client benefits, and your business benefits from a new revenue source.