A Fresh Look at Life Settlements for the Insurance and Financial Services Professional
Original Broadcast Date: Tuesday, October 23, 2012
The webinar "A Fresh Look at Life Settlements for the Insurance and Financial Services Professional" will be useful for independent insurance agents who advise clients on long-term financial and estate planning strategies. Wm. Scott Page, president and CEO of The Lifeline Program and one of the founders of the life insurance settlement industry, will provide an overview on the industry and how it has changed in recent years. He also will offer a basic education, for those unfamiliar with life settlements, as to how a life settlement works and for what types of insureds a settlement might be a wise alternative to lapsing a policy. Pricing, life expectancy calculations, medical reviews and offers will also be discussed. Page will share case studies and scenarios where life settlements provide a creative planning option for seniors, boomers and the financially strapped sandwich generation. The Lifeline Program works closely with independent agents and broker dealers and helps develop long-term, profitable life settlement business lines.
Wm. Scott Page
President and CEO
The Lifeline Program
Established in 1989, The Lifeline Program is one of the oldest and most experienced firms operating in this industry. Under Scott's steady leadership, The Lifeline Program has developed a long track record as one of the most creative and trusted life settlement providers in the world.
Scott is widely regarded for his efforts to conceive and lobby for the legislation that protects both the consumer and the investor.
As a true industry pioneer, Scott is the first to tell you that we still have a long way to go to make Life Settlements a household name (or) our work is not done, and he still has a few tricks up his sleeve. Read about more of Scott's accomplishments here.