No surrender: Advisers have ‘obligation’ to talk life settlements with clients
A policy buyer says such transactions make plenty of sense for certain groups of people
Advisers should regularly review and analyze the value of their older clients' life insurance policies — much in the way they examine equities and other investments that are part of financial portfolios.
That's the take of Peter Hershon, regional vice president of The Coventry Group, which operat
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