Archive for February, 2009

Replacement coverage and Life Settlements

Brief article about fiduciary responsibility and replacement coverage.
Life producers, financial planners, estate planners, accountants, attorneys, certified senior advisors and trustees have a fiduciary responsibility to their clients to periodically review their life insurance policies.  There are many situations where it is in the best interest of the policy owner to consider the life settlement option, [...]

The Life Settlement Process and Timeline

Here is a great Life Settlement Article about the whole Life Settlement Process.
The Life Settlement Process & Timeline
STEP 1
Policy owner or their representative requests a Life Settlement Application Packet by a Life Settlement Broker or Life Settlement Company.
STEP 2
The application is completed along with the requested authorizations. The application includes authorizations to collect medical records [...]