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Video instructions and help with filling out and completing What Form 843 Investing

Instructions and Help about What Form 843 Investing

If you are a professional advisor, like a CPA, tax professional, or financial advisor, you have probably discussed alternative investments with your clients. Alternative investments often refer to products within the mutual fund world. You may currently be advising your clients on the safety of these investments. Life insurance, on the other hand, is a completely different type of investment. It is based on actuarial math and indices rather than the ups and downs of the stock market. Hi there, I'm Dick Shelton, and in this video, I want to talk about an incredible insurance-based product that can be considered an investment and a winning strategy for your affluent clients. This product is known as life settlements. You don't have to be a life insurance agent to share these safe investments with your clients, but some kind of professional designation is required. Learning about life settlements and sharing this information with your clients can help them safeguard their money and get a guaranteed return without being exposed to the volatility of the market. While you are saving and earning money for your sophisticated clients, you can also earn a respectable commission. Hedge funds, pension funds, multinational banks, and other major financial corporations purchase life settlements. Even Warren Buffett invests in this investment class, with Berkshire Hathaway investing 600 million dollars. It's important to note that life settlements are not suitable for everyone, but they are worth serious consideration if you are in a position to invest in them and if you serve affluent and sophisticated clients. You should know more about the pros and cons of life settlements. In my next video, I will share more interesting facts about life settlements and how they work. You can also click on the video displayed here to watch that next video for more information on...