Acres of Diamonds
In this podcast series we will talk with Bob Larsen, TEP; he is nationally recognized as an expert in the analysis of complex life insurance structures. Bob talks about the flip side of owning a life insurance policy that your client has outgrown or that has underperformed. Bob shares his insight and strategies to help advisors maximize the effectiveness and value of their clients’ life insurance policies.
Episodes
July 31, 2019 • 33 mins
Here is your chance to learn why a successful advisor has added life settlements to his repertoire of services. Today, Bob Larsen speaks to David Canaday, one of the top Financial and Estate Advisors in the U.S., about his experience with the life settlement process and why he chose the “policy analysis process” as a … Continue reading An Advisor’s Experience With the Life Settlement Process →
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July 17, 2019 • 26 mins
Rushmore Consulting Group, a sister company of Settlement Masters, was formed by Bob Larsen in 1981. In today’s podcast, Bob shares how Rushmore Consulting Group originated and what they do for their clients. He also opens up about his experience in the insurance industry and how it has influenced his work with life settlements. In … Continue reading The Origin and Work of the Rushmore Consulting Group →
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July 3, 2019 • 21 mins
How hard or easy is it to help clients move into the upper market? Today, Bob Larsen answers this question by explaining exactly what it takes. He discusses how the process works in recognizing and understanding who a potential prospect is and how advisors can benefit from working with a settlement brokerage firm. In this … Continue reading How Do You Move Into the Upper Markets With Life Settlements? →
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June 19, 2019 • 28 mins
To what extent can integrating settlements into an advisor’s business truly help? It’s been said before, “people don’t know what they don’t know.” Settlements are useful in ways advisors haven’t considered. In today’s episode, Bob Larsen explains how integrating settlements into an advisor’s business can help in selling other products their clients need. In … Continue reading How Can a Life Settlement Help in Selling LTC and Othe...
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June 5, 2019 • 14 mins
What’s going on with policies that were issued in the 80s and 90s? Most of those insurance policies have been damaged and most of the people affected are unaware. In today’s episode, Bob explains what has caused insurance policies to fall apart and what seniors should do if they have a damaged policy. In this … Continue reading Why the Policies of 70-90-Year-Olds Have Fallen Apart →
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May 22, 2019 • 25 mins
There are many “L” words used to symbolize lasting impressions, like “love,” and “life”. When it comes to selling your policy, the “L” word is liability. In today’s episode, Bob Larsen explains two major liability risks and what exposes clients to them. If you’re considering selling your policy to a buyer, this episode is a … Continue reading Is There Liability in Selling a Policy to a Buyer? →
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May 8, 2019 • 26 mins
Should you sell your insurance policy or keep it? The key is to choose the option which will benefit you the most financially. In today’s episode, Bob Larsen explains the difference between both options to help you discover what will be best for you and your family. In this episode, you will learn: Why selling … Continue reading Why Would Selling Your Life Policy Be Better Than Keeping It? →
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April 24, 2019 • 21 mins
More and more seniors are turning 65 and struggling with these retirement questions: “How much money will I need? How will I pay for medical expenses?” Since the need for more money is prominent amongst seniors, there is no better time to discuss life settlements with them. In today’s episode, Bob Larsen talks about the … Continue reading Why Should I Incorporate Settlements into My Prospecting and Client Service? →
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April 10, 2019 • 29 mins
Are you an advisor with an outdated view of life settlements? Today, Bob Larsen helps you shift your perspective to realize how much seniors can benefit from life settlements. Get ready to learn how advisors have helped clients by adding settlements to their practices and how this offering has helped them sell more life and … Continue reading Sell More Life and Annuity Business Through Life Settlements →
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March 27, 2019 • 25 mins
Do you feel like you have exhausted all the avenues for marketing your life settlement services? In part two of his mini-series, Bob Larsen continues to unfold strategies advisors can use to market for life settlements. Bob discusses opportunities to find prospects that advisors may or may not be aware of and explains why partnering … Continue reading How to Market for Life Settlements Part 2: Finding Prospects →
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March 13, 2019 • 25 mins
Advisors, what is holding you back from introducing your clients to life settlements? For many advisors, it is their inexperience with marketing life settlements. This episode with Bob Larsen is all about helping you get past marketing roadblocks, including how to get started and how to succeed at adding life settlements to your practice. In … Continue reading How to Market for Settlements Part 1: Overcoming Roadblocks →
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February 27, 2019 • 27 mins
Are you hesitant to explore life settlements for your clients? If so, you may be experiencing a “minefield”: a negative perception of life settlements. Bob Larsen is here to clear up misconceptions as the federal government and regulators believe that settlements are an absolute option for seniors, and Bob knows firsthand how life-changing they can … Continue reading What’s in the Minefield of Settlements? →
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February 13, 2019 • 26 mins
Do you have clients who might be candidates for a life settlement? If your clientele includes people over 70 years old, then the answer is probably “yes.” In today’s episode, Bob Larsen gives behind-the-scenes details on the settlement process with a special focus on pricing out policies. In this episode, you will learn: Why it’s … Continue reading What Are Some of the Ratios a Provider Uses to Price a Policy? →
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December 28, 2018 • 30 mins
Since life insurance was first declared as real property in 1915, the settlement industry has been constantly evolving. Today, Bob Larsen provides a brief history of how the industry grew to what it is today, showcasing how his experience brought him to Settlement Masters and the advantages advisors have in working with a highly … Continue reading What Does the Settlement Industry Look Like? →
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December 3, 2018 • 28 mins
You have made the decision to partner with a settlement broker. That’s great! What should you expect when working with them? In today’s episode, Bob Larsen sheds a light on the way advisors should approach the market and the top things a settlement broker should provide you through your partnership. In this episode, you … Continue reading What To Expect When Partnering With A Settlement Broker →
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November 30, 2018 • 37 mins
Are you aware of the problem affecting seniors who have life insurance policies? Do you know all of the options which could help your clients? Today, Bob Larsen shares why advisors have a great opportunity in partnering with a respected settlement broker to address the growing life insurance policy problem, and how Settlement Masters can … Continue reading Why Should I Partner in the Settlement Business? →
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November 22, 2018 • 24 mins
Do you have clients who purchased life insurance in the 90s and early 2000s? Clients could face tremendous losses as insurance companies are increasing the cost of insurance that can and will destroy cash values and shorten the time their policies stay in-force or cause a higher premium to be paid in order to keep … Continue reading How I Qualify Prospects and Increase My Success Rate →
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October 29, 2018 • 21 mins
Many advisors have the opportunity to make a big difference in their clients’ lives by helping them with life settlements. A better understanding of life settlements could help. Bob Larsen is an expert with solutions for you to consider that you may not have considered before. Passionate about helping the advisor obtain the best offer … Continue reading What Do I Say to a Prospect to Get Them to Move? →
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October 29, 2018 • 27 mins
Getting excited about prospecting comes easily to Bob Larsen, especially with there being so many people who could benefit from a life settlement. In fact, 70% of seniors over 80 years old own a life insurance policy that will be cashed out or lapsed before they pass away. But how does Bob find these people?Today, … Continue reading The Fantastic Five: 5 Methodologies for Finding Prospects for Life Settlements →
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October 29, 2018 • 24 mins
Since there are numerous myths surrounding the settlement industry, people who are reviewing their life insurance policies might overlook the option of considering a life settlement. Today, Bob Larsen exposes common myths about the settlement industry and shares how you can apply this information. To help you gain clarity about life settlements, Bob explains: What … Continue reading De-Myth the Settlement Industry →
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