Talk with Accountants About Life Settlements Now
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The close of tax season represents a at the time-a-12 months chance to get in front of accountants on a most timely foundation.
But really don’t limit your efforts to accountants as it is also a great time to be sure that all advisors, not just accountants, are knowledgeable of lifestyle settlements.
By uncovering the hidden benefit in undesired or unneeded guidelines, you can make an advisor a hero to their purchasers!
Lifestyle settlement corporations like ours have created several instruments for newcomers to everyday living settlements.
For instance: To make it simple for you to equally know what to say as very well as to have anything to send out or go away guiding, you can request a copy of our Life Settlement Guideline for Qualified Advisors.
Furthermore, we can offer you with a prospecting letter specially written for advisors.
Bear in mind, the proceeds from a settlement can make a seriously significant big difference in people’s life. There is no improved time to make advisors informed!
Robin S. Weinberger, CLU, ChFC, CLTC, is the director of nationwide accounts for Lifestyle Insurance policy Settlements Inc. She has been a typical agent and director of nationwide accounts for Connecticut Mutual and vice president of advertising and marketing for Solar Existence of Canada. She can be achieved at [email protected] or (617) 451-3343.
Peter N. Katz, JD, CLU, ChFC, RICP, is a daily life settlement broker and co-director of nationwide accounts with Existence Insurance policies Settlements Inc. He is also a specialist specializing in lifestyle insurance coverage highly developed income illustrations, and he has served as an innovative markets legal professional and in item enhancement. He can be arrived at at [email protected] or (860) 937-2936.
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