This course examines the trends that are driving life insurance's secondary market’s continued growth. This program provides an overview of the five most common applications being used by advisors today.

We will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.