What do you tell your life insurance clients when they ask about viatical or life settlements? Can you answer their questions? This course provides a thorough study of these arrangements, which have now moved into the mainstream of options for the disposition of a life insurance policy.
This course explores the markets, prospects, process, taxation, regulation, and market conduct issues associated with viaticals and life settlements, with the intent to enable a producer to provide needed guidance and direction should either of these options be appropriate for a client.
Students who successfully complete this course will be able to:
Life insurance producers and financial advisors