For Advisors · RIA Partnership Life settlement RIA partnership 2026: how registered investment advisors add buy-side allocations for accredited clients. Most life settlement advisor content covers sell-side referrals — policyholder selling, advisor earns commission. This article walks RIAs through the inverse: how fiduciary advisors add life settlement buy-side allocations for accredited clients under SEC Rule […]

For Advisors · Recommendation Strategy Life settlements for financial advisors: beyond the sell-side recommendation. Most advisor guides cover only the sell-side — helping clients liquidate unwanted policies. The buy-side opportunity, recommending life settlements as alternative income and diversification for accredited clients, is structurally different and largely untapped. By John Sandoval Role Advisor Relations Specialist Published […]