Freeman, M. Bryan; Hicks, Adam S.
October 2009
Agent's Sales Journal;Oct2009, p40
The article discusses the important role of estate planning advisors who have enough knowledge in life settlement plan to help clients make decisions. It outlines the various opportunities for financial advisors who engaged in estate-planning clients through life settlement. It highlights the research conducted by Conning and Co. on the number of individuals in the U.S. aged 65 and over who have life insurance that stands to be addressed through tax and estate planning.


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