About the Author
Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC
Robin S. Weinberger, CLU, ChFC, CLTC, has spent her career in the life insurance industry. She has served as general agent and director of national accounts for Connecticut Mutual and vice president of marketing for Sun Life of Canada. She is also an active personal producer. Since 2003, Weinberger has specialized in life settlement brokerage services and is currently the director of national accounts for Life Insurance Settlements Inc. She can be reached at RSW220@aol.com or (617) 451-3343.
Peter N. Katz, J.D., CLU, ChFC, has spent more than 30 years in the life insurance and financial services industry as an advanced markets attorney and in product development. He is currently a life settlement broker and co-director of national accounts with Life Insurance Settlements Inc., as well as a consultant specializing in life insurance advanced sales illustrations. He can be reached at pkatzlife@yahoo.com or (860) 673-3642.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
September 24, 2012
A life settlement can help a client with a policy that's about to be lapsed or surrendered, but it's not the only option. Consider these alternatives first.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
May 30, 2012
With tax season over, accountants should have ample time to talk to you about life settlements — and possibly send a few clients your way.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
April 20, 2012
The life settlements market hasn't recovered much, but that doesn't mean your clients should wait to sell.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
March 9, 2012
Seniors with term policies can be some of the best life settlement prospects.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
February 28, 2012
Life settlements aren't only for individuals; businesses may need the help, too.
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By Robin S. Weinberger, CLU, ChFC, CLTC, and Peter N. Katz, J.D., CLU, ChFC |
February 10, 2012
A client needing to cash in her life insurance policy finds out it's worth far less than expected. What would you do?