Trust & Estates Article - April 2024 | Jon B. Mendelsohn, CEO

You may be faced with a client who asks you for advice about selling their insurance policy. Before you can help your clients evaluate whether a life settlement is right for them, you should understand the three stages of the life settlement process.

Trust & Estates Article - FINRA Bulletin Uncovers Blind Spots About Life Settlements - JBM, April 2024 (presentation announcement)Download
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