Business
Do You Have Client’s that No Longer Want, Need or Afford their life insurance policy? Join Stephanie Alper-Lisias and Robert Stuchner as they discuss what clients can do with life insurance they no longer can afford, want or need their life insurance policy. On today’s show, we talk with Robert about exit strategies, what advisors and clients can do, and if policies are taxable. Learn more about the options for clients who no longer needs, or can afford life insurance at www.SBKG.com.Show Notes:00:00 Who is Robert Stuchner and Stephanie Alper-Lisi00:44 Is there an exit strategy today for senior citizens that no longer need or want or can afford their life insurance policies?01:56 If they don’t want their insurance what can they do?04:44 Is that taxable to the insured or to the owner of the policy if they sell the policy?06:55 How does ensuring a better world fund take my policy and what would they do with it?08:06 What made Robert start this charitable organization?09:03 How would an advisor who has a client, a senior citizen who doesn't need, want or afford their insurance policy? 9:30 How can advise your partner with you