FAQs - Life Settlements
What types of professional advisors are usually involved in life settlement transactions?
A: Accountants, attorneys, financial planners, insurance advisors, and wealth managers are typically involved in the purchase and sale of life insurance policies. Additionally, estate planners, charitable trust officers, and certified senior advisors are also sometimes involved in the process. Because life settlements are a complex area of financial trading, many different types of professionals work to facilitate the transaction.
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