Ask the expert: How do I start doing settlements?

The question was: I’m an experienced life insurance agent with a large book of high net-worth clients, but I have never done a life settlement. My clients are asking me about the option, so what do I do to develop more experience?

The answer is: Part of the solution is to educate yourself about the options available within the secondary market.

Continuing education forums are a great way of learning about the strategies available to your clients. Course offerings from leading providers not only include a general overview of the secondary market, but review specific case examples demonstrating several applications of secondary market transactions.