When speaking with a client who may qualify for life settlement, ask if they would mind you providing a free life insurance policy review. Especially when prospecting and selling other financial products targeted at seniors such as Long-Term-Care, Medicare and Final Expense Life Insurance, asking questions to identify a life settlement opportunity helps maximize every contact.

In addition, life settlement proceeds are often used to pay for additional financial products. When a client can sell their life insurance policy for $200,000 it creates an opportunity to help place an annuity or another financial product in place using a portion of those proceeds.