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The Virtual Idea Lab featuring Abacus Life
At this point we all likely understand the value a life settlement can bring to a policy holder, their advisor and the agency. What may not be as clear is how to move from reacting to an inbound request from an advisor or client focused on a policy they are seeking to sell to integrating a life settlement into a more robust financial planning process. Done right, there's enough scale for settlements to become a meaningful part of an advisor's practice and a source of revenue for the agency. That's exactly what we are talking about when we jump back into the Virtual Idea Lab with the team at Abacus Life coming up in July!

Jul 7, 2022 11:00 AM in Pacific Time (US and Canada)

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