Did you know policy owners can exchange existing life insurance for cash today? Life insurance can be appraised and sold like other property assets. Learn how retirement-age policy owners can benefit from liquidating unneeded, unwanted, or unaffordable life insurance and use the funds for a variety of immediate needs: retirement planning, maintaining lifestyle, caregiving needs, and more.

This presentation will provide a general overview of the life settlement market, share success stories that identify some of the applicable planning scenarios,  and give financial advisors best practices that will help them serve their clients best interests.

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