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? →

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? →

There are many “L” words used to symbolize lasting impressions, like “love,” and “life”. &nbsp;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? →

Is There Liability in Selling a Policy to a Buyer?

In this podcast series we will talk with Bob Larsen, TEP; he is nationally recognized as an expert in the analysis of complex life insurance structures. Bob talks about the flip side of owning a life insurance policy that your client has outgrown or that has underperformed. Bob shares his insight and strategies to help advisors maximize the effectiveness and value of their clients’ life insurance policies.

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Is There Liability in Selling a Policy to a Buyer?

Is There Liability in Selling a Policy to a Buyer?