Financial Planning/Advisory Firms

As a financial planning/advisory firm you have a fiduciary responsibility to providing your client's interest by advising them on all available alternatives [i.e., “Exit Strategy”] for unwanted, unneeded, over priced or underperforming life insurance policies.

Today, it is imperative for financial planning/advisory firms to play an even more active role in their client's financial planning efforts. In this respect, it has become the fiduciary responsibility for financial planning/advisory firms to strategically assess the most productive way to position their clients existing life insurance.

Is the coverage still needed? Does the current product best suit their needs? Has their client considered lapsing or surrendering their policy? – The answers to these questions will clearly help the financial planning/advisory firms educate their client on the significant monetary value that their life insurance policy will command in this dynamic secondary market.

Settlement Clearing House has been successful in partnering with the financial planner/advisor community as it provides educational resources and consultation services. This “partnership” is actively building new profit centers/business opportunities for these types of firms throughout the country.

To learn more on how to start offering life settlements to your client today, please contact SCH Membership Services toll free at 1-888-497-2341 x134.