Whether you are a consumer or financial professional, you will find this book full of key references and careful explanations. It should be mandatory reading for every one interested the sale of unwanted life insurance policies.
Understanding Life Settlements
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Book Description
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About the Author
David M. Isaacson is an insurance professional with more than 30 years' experience. While obtaining his MBA from Wharton at the University of Pennsylvania in 1972, he focused on insurance and accounting. In 1987 he became a founding principal of First Financial Resources (FFR), an organization with nearly 100 independent offices across the country. Since moving to Boston in 1972, Isaacson has worked with hundreds of individuals and corporations to assist in all types of life and health insurance issues, with particular emphasis on health risk underwriting and pricing. He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Licensed Insurance Advisor (LIA).
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Most Helpful Customer Reviews
1 of 1 people found the following review helpful:
5.0 out of 5 stars
Practical advice - great,
By
This review is from: Understanding Life Settlements: Uncovering the treasures in unwanted life insurance policies. A guide for consumers and their advisors (Paperback)
This book is practical for those of us who need to counsel clients on what to do with life insurance that is no longer needed - given the change of events that has taken place in the clients life. I use it frequently as my sole reference on the topic - it is getting used more and more as clients seek sources of money to live on.
0 of 1 people found the following review helpful:
4.0 out of 5 stars
A helpful resource for consumers and financial advisors,
This review is from: Understanding Life Settlements: Uncovering the treasures in unwanted life insurance policies. A guide for consumers and their advisors (Paperback)
Mr. Isaacson explains a complicated topic in such a way that the average consumer can easily comprehend it. The book also has solid advice for any financial professional wanting to know more about the life settlement industry.
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Inside This Book
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Key Phrases - Statistically Improbable Phrases (SIPs):
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life settlement brokers, life settlement industry, life settlement market, year contestable period, life settlement company, life insurance brokers, closing package, life settlements, policy owner, universal life policy, universal life policies Key Phrases - Capitalized Phrases (CAPs): (learn more)
Understanding Life Settlements, Credit Suisse, Isaacson There Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
life settlement brokers, life settlement industry, life settlement market, year contestable period, life settlement company, life insurance brokers, closing package, life settlements, policy owner, universal life policy, universal life policies Key Phrases - Capitalized Phrases (CAPs): (learn more)
Understanding Life Settlements, Credit Suisse, Isaacson There Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
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