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Would You Sell Your LIfe Insurance to a Stranger ?
September 05, 2008 03:18 PM PDT
The US has new twist on life insurance, being marketed under names such as SOLI, STOLI, and SPIN. In this arrangement, an elderly person sells their life insurance policy to a stranger, who pays them more than the policy is worth. The stranger now has an investment, that will pay off when the person dies, hopefully sooner rather than later. Hear some of the arguments of this new life insurance arrangement. Sign up for our monthly newsletter which include all our podcasts at - Richard Lepinsky - 250-889-3784 Insurance & Investment - Advisor & Broker Victoria, BC |
About RichardRichard has been an Insurance and Investment – Advisor and Broker since 1977. For many years, Richard owned and operated Consumers Insurance and Real Estate Agency in Winnipeg, Manitoba. Since 2004, he has been associated with Lifeplan Financial Group, one of the largest financial service offices in Victoria, for Independent Advisors and Brokers. Within the office, Richard is supported by various administration, technical and underwriting specialists. Richard is passionate about understanding a client’s situation before prescribing solutions and then repositioning family balance sheets in order to speed up the wealth creation process, while taking care of major risks along the journey. In 2007, Richard completed the Elder Planning Counselor designation, a new designation that focuses on the needs of the fifty five plus population. Current use of technology includes the use of websites and audio podcasts in a number of areas, to deliver superior client communications to ensure maximum satisfaction as family and business needs evolve over the years. Www.InsuranceAnalytics.ca/podcast www.NesteggAnalytics.ca/podcast www.eHealthBenefits.ca In 2008, Richard authored an eBook titled - Canadian Mortgage Insurance – A Consumers Guide to Understanding the Differences between Individual Insurance and Creditor Insurance. He has received positive reviews from other brokers across the country. Ask him for a copy when you meet, or get a Free Chapter at www.CanadianMortgageInsurance.ca Richard has been active in a number of Industry and Community Associations, over the years, being a Director for most of them, including a Rotary Club Past President. Through these associations, Richard has developed years of Meeting Chairman and Public Speaking Experience. Away from business, Richard enjoys spending time biking on Victoria’s goose trails, playing drums in local bands, and spending time with his grandchildren. Richard helps consolidate all of your family assets into one balanced program, so that you can improve your asset accumulation in less time with fewer risks along the way. This means that you can achieve your financial dreams on time, reaching your financial destination on time, while eliminating unforeseen risks along the way. Richard Lepinsky - 250-889-3784 Richard@InsuranceAnalytics.ca Lifeplan Financial Group 101-3960 Quadra St. Victoria, BC V8X4A3
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