AIR Asset Management offers life settlement investments that benefit both policyholders and investors. Longevity-based investments may offer risk and return factors that differ from traditional stock and bond investments, adding important diversification to client portfolios.
WEBCAST – The Hidden Asset: Turning Life Insurance Policies Into Client Opportunities
Your clients may not be fully aware of the advantages of life settlements and how they can reshape their financial landscape. This lack of awareness presents a significant opportunity.
Join us for an exclusive webcast that will cover:
- Life Settlements 101: Demystify the basics and the benefits for policyholders.
- Your Role:Learn how to navigate the process and uphold your fiduciary duty.
- FAQs Addressed: Get clear answers to common questions in the life settlement domain.
- Investment Insights: Explore the diverse investment opportunities within life settlements.
Don’t let your clients miss out on the financial potential of life settlements. This opportunity for education can broaden their horizons and enrich your practice.
Accepted for 1 CFP® / IWI / CFA CE Credit