The One Secret To Keeping Your Clients Happy

As your clients’ trusted advisor, they look to you to bring them new and creative ways to maximize their financial assets. And the best way to keep them happy is to not only meet, but to exceed those expectations.

Surveys show that 90% of policyholders who have let their policies lapse would have considered selling it as a life settlement if only they’d known about it. And 79% of those same seniors stated that their advisors should have known and advised them about a life settlement option.

Life settlements offer an alternative to lapsing or surrendering a life insurance policy by selling it on the secondary market for more than the surrender value. Advisers can differentiate themselves and add value for their clients by discussing the life settlement option.

For many policyowners, education is the key to making decisions that will maximize their assets and provide for their financial goals. To learn more about life settlements and how to offer this valuable option to your clients, visit or email us directly to talk one-on-one with a Genesis advisor.