“The readers of this column I am sure understand that I make a living outside these musings and frequent pontifications. As a consultant I have been primarily involved in product development and wholesale brokerage distribution strategies directly associated with long term care insurance for over 20 years. The comments this month may be a little strident, created by a growing level of frustration generated by our 20 year lack of market penetration success.
Because of our consulting relationships over the years, I suspect my partner Barry Fisher and I may hold the record for executed Non-Disclosure Agreements. It needs to be clearly understood before reading further that we are currently under contract to provide our normal responsibilities to one of the major companies involved heavily in the market outlined below.
After almost 15 years of writing this column with all of the knowledge and passion I could muster, we would want it clearly understood that our involvement and the views expressed below come as a result of our desire to help direct life settlement buyers achieve goals that we believe are ethically consistent with what we believe is an unavoidable acceptance and acknowledgement of our fiduciary.”
Click here to read more, originally published in the August 2018 edition of Broker World Magazine.