In this podcast series we will talk with Bob Larsen, TEP; he is nationally recognized as an expert in the analysis of complex life insurance structures. Bob talks about the flip side of owning a life insurance policy that your client has outgrown or that has underperformed. Bob shares his insight and strategies to help advisors maximize the effectiveness and value of their clients' life insurance policies.
An Advisor’s Experience With the Life Settlement Process
Here is your chance to learn why a successful advisor has added life settlements to his repertoire of services. Today, Bob Larsen speaks to David Canaday, one of the top Financial and Estate Advisors in the U.S., about his experience with the life settlement process and why he chose the “policy analysis process” as a … Continue reading An Advisor’s Experience With the Life Settlement Process →
The Origin and Work of the Rushmore Consulting Group
Rushmore Consulting Group, a sister company of Settlement Masters, was formed by Bob Larsen in 1981. In today’s podcast, Bob shares how Rushmore Consulting Group originated and what they do for their clients. He also opens up about his experience in the insurance industry and how it has influenced his work with life settlements. In … Continue reading The Origin and Work of the Rushmore Consulting Group →
How Do You Move Into the Upper Markets With Life Settlements?
How hard or easy is it to help clients move into the upper market? Today, Bob Larsen answers this question by explaining exactly what it takes. He discusses how the process works in recognizing and understanding who a potential prospect is and how advisors can benefit from working with a settlement brokerage firm. In this … Continue reading How Do You Move Into the Upper Markets With Life Settlements? →
How Can a Life Settlement Help in Selling LTC and Other Product Solutions
To what extent can integrating settlements into an advisor’s business truly help? It’s been said before, “people don’t know what they don’t know.” Settlements are useful in ways advisors haven’t considered. In today’s episode, Bob Larsen explains how integrating settlements into an advisor’s business can help in selling other products their clients need. In … Continue reading How Can a Life Settlement Help in Selling LTC and Other Product Solutions →
Why the Policies of 70-90-Year-Olds Have Fallen Apart
What’s going on with policies that were issued in the 80s and 90s? Most of those insurance policies have been damaged and most of the people affected are unaware. In today’s episode, Bob explains what has caused insurance policies to fall apart and what seniors should do if they have a damaged policy. In this … Continue reading Why the Policies of 70-90-Year-Olds Have Fallen Apart →
Is There Liability in Selling a Policy to a Buyer?
There are many “L” words used to symbolize lasting impressions, like “love,” and “life”. When it comes to selling your policy, the “L” word is liability. In today’s episode, Bob Larsen explains two major liability risks and what exposes clients to them. If you’re considering selling your policy to a buyer, this episode is a … Continue reading Is There Liability in Selling a Policy to a Buyer? →