How to Prospect for Life Settlements

Published on December 12, 2024

Some of the best candidates may be consumers who laugh off pitches for life insurance.

Continue reading on website
Other news

15 RIA Jobs and What They Pay: 2024

December 12, 2024
A new Schwab report breaks down RIA compensation in a wide range of roles.      Related StoriesSchwab Foundation Expands Scholarships, Marks $25M in Total Grant FundingUBS Reorganizes U.S. Wealth Management Unit in Growth Push10 Value Stocks for Long-Term Investors: Morningstar

7 Reasons Owning Insurance May Be Preferable to Investing for Some

December 12, 2024
For some clients, paying to put assets in a life or annuity package could make sense.      Related Stories5 Keys to Building a Successful Business ProcessThe Evolution of Advisor M&A Deals: What to Know NowWhat Older Clients Who Travel Must Know About Medicare