Mark works with seniors, baby boomers and financial advisers to maximize the appraisal and liquidation value of one of the most overlooked assets a senior client may own, their Life Insurance Policy.
In many instances a Life Insurance Policy that is about to be lapsed or surrendered may be worth up to 7x its surrender value. Mark works with Life Insurance Agents and Life Settlement Investors to negotiate the highest value on behalf of his Life Settlement clients.
Mark is works directly with Life Insurance Agents, Brokers, Financial Planners, Attorneys, CPAs whose clients need representation or guidance to obtain the highest possible value for a client’s Life Settlement
Mark routinely presents to groups such as NAIFA (National Assoc. of Insurance and Financial Advisors), Top of the Table, InsMark, AXA, Mass Mutual, NFP, Society for Financial Service Professionals, National Association of Philanthropic Planners, local estate planning councils, various Broker Dealers, Insurance Carriers and professional groups better understand the value of a Life Settlement for their clients who have unwanted Life Insurance policies.