How Fiduciaries Maximize Life Settlement Value to Clients
The only way an advisor can ensure their clients get an accurate valuation of their existing life insurance policy (and the best value if a life settlement option is chosen), is by partnering with a life settlement resource that has a fiduciary duty to protect the best interests of the policy owner/seller.
THE IMPORTANCE OF A POLICY AUCTION
The best way to maximize life settlement value to clients is to execute an auction that forces competition among buyers. Buyers are looking for the best rate of return for the investors they represent. As a life settlement fiduciary licensed to represent the best interests of the policy owner, we use our proprietary policy auction platform to create competition and negotiate the best offer to your client.
We look forward to working with you and educating your team!