Kevin Nichols is the managing partner at Penumbra Capital Management and has been involved with the movement and has attended The Summit for several years. He is a leading authority with life settlements and has an easy to understand presentation so advisors and clients can understand this alternative investment.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

Links and Resources from this Episode

• Connect with Kevin
• • https://thepenumbraplan.com
  • https://www.linkedin.com/in/kevin-nichols-40400022
• Contact Kevin at 817-479-9770 or [email protected]

Show Notes

• How advisors can move forward with alternative investments - 2:42
• What makes Penumbra and their alternative investment different - 5:26
• Why advisors don’t need to be experts at life settlements - 8:05
• Who owns the policy? - 10:42
• The seller pays all fees - 13:02
• How people become aware that they can sell their policy - 14:09
• The most commonly used growth vehicles outside of life settlements - 15:18
• How this is benefiting the sellers and removing a possible burden they may have - 18:02

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