The LifeLine White Paper
How to Offer Life Settlements
to Your Clients
Interactive Guide for Financial Advisors, Estate Planners
The Lifeline Program continues to educate baby boomers, seniors, their families and Financial Advisors on life settlements as a financial option. In A 2012 study performed by ICR, uncovered that 79 percent of the baby boomers and seniors surveyed believe Financial Advisors and Insurance Agents are responsible for discussing life settlements with clients. Learn how life settlements work and why understanding the role they play in estate planning and retirement can increase assets under management for advisors and in turn, increase client retention. This interactive white paper, which includes a step-by-step description of the settlement process, promises to equip financial professionals with tools to successfully identify and introduce this alternative financial option to their eligible clients.
Portfolio Manager Insights
Inside the current issue
by Jeff Schlegel & Evan Simonoff
Rob Arnott on the rise of smart-beta indexes (and their critics).
by Roy Diliberto
Advisors should consider new strategies for clients who needlessly worry about running out of money.
by Ric Edelman
Over the next decade, advisors who want to stay in the business will have three choices.