A life settlement is often facilitated
through a life settlement broker who represents the policy owner and owes a fiduciary duty to the owner, including a duty to act according to the owner's instructions and in the best interests of the policyowner.
Not exact matches
If your client is pursuing a
life settlement, it is recommended that you work
through a
broker instead of contacting buyers directly.
It's better to find a
life settlement broker through your financial advisor or insurance agent, who might even be licensed to do
life settlements.
Life settlement brokers provide an important function of guiding a policy owner
through the sales process, including assembling the needed information to complete the sale.
If your client is pursuing a
life settlement, it is recommended that you work
through a
broker instead of contacting buyers directly.