Life settlements are growing in popularity, even as financial advisors and insurance brokers are reluctant to discuss these transactions with their clients. That reluctance, however, is problematic — particularly if you are in a fiduciary role. Because life settlements can generate substantially more cash for the policyholder than a surrender or lapse of the insurance, not presenting the life settlement as an option could constitute a breach of fiduciary duty.

Join us on April 21 at Jamie Mendelsohn of The Ashar Group explores:

• The pros and cons of life settlements;
• How professionals can determine the economic value of life settlements on behalf of their clients;
• How advisors can ensure a life settlement transaction is conducted in an ethical, legal, and economically responsible manner; and
• How this option should be incorporated into professional practice management and fiduciary standards of procedural prudence.

Whether you are a CPA, financial planner, trust officer, estate planner, attorney, life insurance consultant or other trusted advisor, it is becoming more evident that life settlements can be an important planning tool.