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

Instructions and Help about What Form 843 Investing

If your professional advising investment clients like a CPA a tax professional or a financial advisor you probably have discussed alternative investments with your clients alternative investments often refers to the products within the mutual fund world and you may right now even be advising your clients about the safety of those investments now by contrast life insurance is an entirely different animal and it's based upon 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 touch on an incredible insurance based product that you can actually call an investment and have it be a winning strategy for your affluent clients there's a life insurance based investment strategy that's been gaining popularity with many corporate and sophisticated investors and one that you really need to know about it's called life settlements now you don't have to be a life insurance agent to share these safe investments with your clients but you should know some kind of professional designation is required learning about this investment class and even sharing it with your clients can help them safeguard your money get a guaranteed return all while staying completely out of the market and while you're saving and earning money for your sophisticated clients you can also be earning a very respectable Commission hedge funds pension funds multinational banks and other major financial corporations purchase life settlements even Warren Buffett invests in life settlements Berkshire Hathaway has invested 600 million into this investment class listen life settlements are not for everyone but they are worth serious consideration if you're in a position to invest in them and if you service affluent and sophisticated clients you should know more about the pros and cons of life settlements so please stay tuned to my next video where I'll share more interesting facts about life settlements and how they work now you can also click on the video you see right here to watch that next video where I'll more information on this strategy meanwhile I'd be flattered if you would subscribe to my youtube channel it's a library of all my videos by clicking on the subscribe button right there I look forward to sharing more about life settlements with you we'll be talking soon