Fiduciary Duty in Life Settlements: What Advisors Owe Their Clients
What fiduciary duty actually requires when advisors help clients evaluate a life settlement, from disclosure standards to avoiding common pitfalls that put client interests at risk.
Author: Brendan Flatow
Brendan Flatow is a Partner at Evergreen Settlements with more than two decades in the life settlement industry. After gaining institutional buy-side experience, he co-founded Evergreen to bring an advocate-first approach to advisors, fiduciaries, and family offices. Brendan holds Series 7 and 63 licenses along with specialized credentials across multiple states. He has helped thousands of advisors and policy owners recognize that an unneeded policy should be treated as a sophisticated asset, just like any other part of a portfolio. Outside of Evergreen, Brendan serves on the board of Springside Chestnut Hill Academy, supports several non-profits, and coaches youth and adaptive sports. He is a father of three sons. Reach Brendan at brendan@evergreensettlements.com or 267-422-2306.
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