About the Author
Robin S. Weinberger and Peter N. Katz
Robin S. Weinberger, CLU, ChFC, CLTC, has specialized in life settlement brokerage services since 2003 and is currently the director of national accounts for Life Insurance Settlements Inc. She has spent her whole career in the life insurance industry. Highlights included general agent and director of national accounts for Connecticut Mutual and vice president of marketing for Sun Life of Canada. Robin is also an active personal producer. She can be reached at RSW220@aol.com or (617) 451-3343.
Peter N. Katz, J.D., CLU, ChFC, is a life settlement broker and co-director of national accounts with Life Insurance Settlements Inc. In addition, he is a consultant specializing in life insurance advanced sales illustrations. Peter has spent more than 30 years in the life insurance and financial services industry as an advanced markets attorney and in product development. He can be reached at pkatzlife@yahoo.com or (860) 673-3642.
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By Robin S. Weinberger and Peter N. Katz |
May 17, 2013
State proposals could help elderly patients forced to shed their life insurance policies.
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By Robin S. Weinberger and Peter N. Katz |
April 12, 2013
Post-tax season is the best time to talk to accountants about life settlement opportunities.
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By Robin S. Weinberger and Peter N. Katz |
March 15, 2013
Life settlements can turn up money in unexpected places.
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By Robin S. Weinberger and Peter N. Katz |
February 15, 2013
The fix for a faulty tax policy has fallen by the wayside ... and that's not good for life settlements.
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By Robin S. Weinberger and Peter N. Katz |
January 18, 2013
With a now-set estate exclusion amount, your clients' insurance needs may have changed.
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By Robin S. Weinberger and Peter N. Katz |
December 19, 2012
The window for a life settlement can be fleeting. Here's what to look for ... before it's too late.
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By Robin S. Weinberger and Peter N. Katz |
November 26, 2012
There was good news and bad news at the Life Insurance Settlement Association's recent meeting.
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By Robin S. Weinberger and Peter N. Katz |
October 26, 2012
While no policy should be purchased speculating on a future life settlement, considering life settlement possibilities, if needed, is prudent planning.
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By Robin S. Weinberger and Peter N. Katz |
August 17, 2012
Despite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.
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By Robin S. Weinberger and Peter N. Katz |
July 20, 2012
Want to sell more insurance? These two sentences might be all you need.