The LifeLine White Paper



June 2013  
How to Offer Life Settlements
to Your Clients

Interactive Guide for Financial Advisors, Estate Planners
The LifeLine
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.

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