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Life Settlement Special Report

By Larry Simon

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How to identify life settlement candidates
Life settlements provide a value-added service for clients. Making sure they are an appropriate financial planning tool for seniors requires some close attention to the details.

5 life settlement questions
Senior Market Advisor asked some industry experts to answer five questions about life settlements. Their answers provide valuable insight into what issues and trends are affecting the life settlements market.

Case studies
Here are some typical scenarios where a client can benefit from a life settlement. The following case studies have been provided by Jordana Balsam, principal of New York-based life settlements brokerage firm Balsam Settlement Management LLC, and by Michael Gottdank, vice president of business development for NAF Funding, which brokers to more than 50 of the industry’s largest funders and has branch offices from L.A. to New York.

Click here to download the pdf.