January 1-31 ,2019
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Life insurance is often the cornerstone of estate and business planning. But what happens when business owners retire and key man policies become obsolete? What's the solution when your parents' Trust-Owned Life Insurance is no longer relevant for legacy planning? How can senior policy owners unwind a stagnant asset to free up investment capital? This presentation provides the answers and explains why using an experienced settlement broker is critical to optimizing a policy's value in the secondary market.