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 Settlements
Life Settlements for Healthy Clients: The Asset Blind Spot
Learn how GUL and efficient UL policies function as bond proxies through annuity hedging and capped costs, and how 24-hour feedback helps advisors identify value instantly.
