Understanding Life Settlements: Uncovering the treasures in unwanted life insurance policies. A guide for consumers and their advisors
| Author | : | |
| Rating | : | 4.75 (698 Votes) |
| Asin | : | 1438921691 |
| Format Type | : | paperback |
| Number of Pages | : | 308 Pages |
| Publish Date | : | 2017-03-31 |
| Language | : | English |
DESCRIPTION:
"Practical advice - great" according to Joel A. Bernstein. This book is practical for those of us who need to counsel clients on what to do with life insurance that is no longer needed - given the change of events that has taken place in the clients life. I use it frequently as my sole reference on the topic - it is getting used more and more as clients seek sources of money to live on.. Daniel Jimenez said A helpful resource for consumers and financial advisors. Mr. Isaacson explains a complicated topic in such a way that the average consumer can easily comprehend it. The book also has solid advice for any financial professional wanting to know more about the life settlement industry.
Whether you are a consumer or financial professional, you will find this book full of key references and careful explanations. It should be mandatory reading for every one interested the sale of unwanted life insurance policies.
He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Licensed Insurance Advisor (LIA). Isaacson is an insurance professional with more than 30 years' experience. In 1987 he became a founding principal of First Financial Resources (FFR), an organization with nearly 100 independent offices across the country. Since moving to Boston in 1972, Isaacson has worked with hundreds of individuals and corporations to assist in all types of life and health insurance issues, with particular emphasis on health risk underwriting and pricing. About the Author David M. . While obtaining his MBA from Wharton at the U
In 1987 he became a founding principal of First Financial Resources (FFR), an organization with nearly 100 independent offices across the country. David M. He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Licensed Insurance Advisor (LIA). . While obtaining his MBA from Wharton at the University of Pennsylvania in 1972, he focused on insurance and accounting. Isaacson is an insurance professional with more