"We have an obligation to help every client determine the most profitable method of disposing of a contract and then ensuring there is a wise use of the funds in the ongoing financial plan."
-J. Timothy Lynch, JD, CLU, ChFC

"As our clients live longer, it will be increasingly important to ensure that they have access to the value of life insurance they own…"
Unlocking New Value From Old Policies: Life Insurance Planning and Life Settlements, Trusts and Estates, May 2000

"There is a new reality - and all clients 65 or older should have their life insurance policies appraised."
Life Settlements Come of Age; Alan H. Buerger, CEO and co-founder, Coventry First, Trusts and Estates, November

"…the professional or fiduciary obligations of financial advisors now include the need to treat life insurance policies as a fully evolved property on a par with the client's other financial assets. …a trustee must consider a life settlement."
Life Settlements Come of Age Alan H. Buerger, CEO and co-founder, Coventry First, Trusts and Estates, November

"It seems clear that an attorney advising a client who is considering the surrender or other disposition of an unwanted or no longer needed policy has an affirmative duty to inform the client off … life settlement possibilities."
Steve Leimberg's Estate Planning Newsletter, Sherwin P. Simmons of Steel Hector & Davis LLP