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[first name],
I wanted to focus this month on specifically tax planning and how you can help your clients and their parents.
In a survey conducted by International Communications Research (ICR), an astounding 79% of respondents felt that their insurance professional and financial planners should be informing their clients about Life Settlments as a means to fund their retirement (rather than letting policies lapse). And, more than half (55 percent) expressed concern they will have to continue working past the age of 65.
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TAX SEASON 2012: POLICY SETTLEMENT MARKET REALITIES FOR CPA'S AND FINANCIAL PLANNERS
CPAs are looked to more and more as among the American public's most competent, technically-trained, and ethical of financial services professionals available today. Now that tax season is upon us, financial advisors of all pedigrees are looking out for their clients best interests and yields optics into their clients overall financial health. Whether a CPA firm engages in what the American Institute of CPAs refers to as Personal Financial Planning or prefers to focus exclusively on tax expertise, familiarization with life insurance and, more specifically, its robust secondary market for unwanted or unneeded insurance policies, is important.
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We at Opulen Capital value our clients and work hard to dispel myth and promote transparency and information sharing throughout the industry. A Life Settlement can be a vital part of an individual's overall financial picture and working with a team who values client integrity as of the utmost importance should be top priority in the Life Settlement Broker selection process. Our strong relationships with the secondary markets will yield maximum dollar value to our clients who opt to sell their life insurance policies.
For more information, please visit our website or contact one of our counselors at (877) 678-5361.
Sincerely,
The Opulen Capital Team |
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