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.
life settlement for financial advisors
Broker vs Direct Buyer: Why the Conflict of Interest Matters
When a policy owner goes directly to a buyer without a life settlement broker, they are negotiating against a counterparty with every financial incentive to minimize the offer. The gap between a direct bid and true market value can reach into the millions of dollars.
