Virtual Event

Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement

November 16th at 12 pm eastern

What You’ll Learn

One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.

To uphold your client’s best interests, you must help those clients consider all options, from replacements to modifications and to life settlements, and empower them with the information they need to make data-driven, critical decisions that will help enhance their outcomes.

How are you currently accessing that information? And how are you distilling it down into an easy-to-understand, client-ready format?

In our virtual roundtable with Ashar Group, Magna Life Settlements, and Policy Market, our panelists will discuss how they’ve established processes and procedures by leveraging technology and software solutions to enable better, more complete, and more proactive service.

Learn more about our panelists below.

Register for the On-Demand:

Panelists