Educating Advisors on Life Settlements: Get Ready To Learn From A Top Insurance Advisor (Ep. 3)

Let’s dive into a topic that can help both advisors and their clients: life settlements. Advisors may shy away from discussing them, but they may not completely understand the valuable benefits they offer the parties involved.
In this episode, Mark Mrky and Rob Haynie invite John McWilliams, the President of Colorado Brokerage Group, LLC, for an insightful discussion. They emphasize the importance of financial advisors being well-informed and equipped with the knowledge to properly present life settlements to their clients.

Tune in and discover how to communicate the benefits of life settlements more effectively, while also learning more about the carrier-enhanced cash surrender option that many insurance companies are presenting to their clients. Don’t miss out on this crucial information!