Here is your chance to learn why a successful advisor has added life settlements to his repertoire of services. Today, Bob Larsen speaks to David Canaday, one of the top Financial and Estate Advisors in the U.S., about his experience with the life settlement process and why he chose the “policy analysis process” as a … Continue reading An Advisor’s Experience With the Life Settlement Process →

Rushmore Consulting Group, a sister company of Settlement Masters, was formed by Bob Larsen in 1981.  In today’s podcast, Bob shares how Rushmore Consulting Group originated and what they do for their clients. He also opens up about his experience in the insurance industry and how it has influenced his work with life settlements.  In … Continue reading The Origin and Work of the Rushmore Consulting Group →

How hard or easy is it to help clients move into the upper market? Today, Bob Larsen answers this question by explaining exactly what it takes. He discusses how the process works in recognizing and understanding who a potential prospect is and how advisors can benefit from working with a settlement brokerage firm. In this … Continue reading How Do You Move Into the Upper Markets With Life Settlements? →

To what extent can integrating settlements into an advisor’s business truly help? It’s been said before, “people don’t know what they don’t know.” Settlements are useful in ways advisors haven’t considered. In today’s episode, Bob Larsen explains how integrating settlements into an advisor’s business can help in selling other products their clients need.   In … Continue reading How Can a Life Settlement Help in Selling LTC and Other Product Solutions →

What’s going on with policies that were issued in the 80s and 90s? Most of those insurance policies have been damaged and most of the people affected are unaware. In today’s episode, Bob explains what has caused insurance policies to fall apart and what seniors should do if they have a damaged policy. In this … Continue reading Why the Policies of 70-90-Year-Olds Have Fallen Apart →

There are many “L” words used to symbolize lasting impressions, like “love,” and “life”.  When it comes to selling your policy, the “L” word is liability. In today’s episode, Bob Larsen explains two major liability risks and what exposes clients to them. If you’re considering selling your policy to a buyer, this episode is a … Continue reading Is There Liability in Selling a Policy to a Buyer? →

Should you sell your insurance policy or keep it? The key is to choose the option which will benefit you the most financially. In today’s episode, Bob Larsen explains the difference between both options to help you discover what will be best for you and your family. In this episode, you will learn: Why selling … Continue reading Why Would Selling Your Life Policy Be Better Than Keeping It? →

More and more seniors are turning 65 and struggling with these retirement questions: “How much money will I need? How will I pay for medical expenses?” Since the need for more money is prominent amongst seniors, there is no better time to discuss life settlements with them. In today’s episode, Bob Larsen talks about the … Continue reading Why Should I Incorporate Settlements into My Prospecting and Client Service? →

Are you an advisor with an outdated view of life settlements? Today, Bob Larsen helps you shift your perspective to realize how much seniors can benefit from life settlements. Get ready to learn how advisors have helped clients by adding settlements to their practices and how this offering has helped them sell more life and … Continue reading Sell More Life and Annuity Business Through Life Settlements →

Do you feel like you have exhausted all the avenues for marketing your life settlement services? In part two of his mini-series, Bob Larsen continues to unfold strategies advisors can use to market for life settlements. Bob discusses opportunities to find prospects that advisors may or may not be aware of and explains why partnering … Continue reading How to Market for Life Settlements Part 2: Finding Prospects →