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Sergio Franco

U.S.
Available
Expertise

Area of expertise is Senior Life Settlements and Viatical settlements. I can assist advisers in qualifying clients for these type of transactions. I can assist policyholders to determine if they are an appropriate candidate for these transactions and I can assist consumers if they are approached to invest in these type of transactions.

Experience in the area

I am the Director of New Business for Performa Corp a boutique Life Settlement brokerage located in south Florida.

Publications

Agent Sales Journal, California Broker Magazine

Education/Credentials

AA Liberal Arts BS Finance Management 10 yrs US Army Finance Officer
Life Licensed in State of Florida

Average Ratings

  • Knowledgeability 10.0
  • Clarity of Response 10.0
  • Timeliness 10.0
  • Politeness 10.0
  • Number of Questions (in Past 24 Hours) 0
  • Max Questions to be Asked (in 24 Hour Period) 5
  • Total Questions (since joining AllExperts) 21
  • Volunteer Since 2007-12-15
  • Prestige Points 100

Recent Reviews from Users

Read More Comments

    K = Knowledgeability    C = Clarity of Response    T = Timeliness    P = Politeness
UserDateKCTPComments
Skyler04/16/0910101010Thank-you kind sir...
mike02/13/0910101010Thank you for your time. This was .....
Carol01/03/0910101010Sergio, Thank you so much for your .....

Recent Answers from Sergio Franco

2009-04-12 Quick Question:

Hi Skyler, Sorry for the slow response and please accept my sympathies for your loss. In general, if you receive a life insurance payout because of the death of an insured person such as your spouse,

2009-02-03 life ins and dis ins:

Hi Mike, Sorry for the delay. I will approach each question separately. I am not exactly clear what you are trying to accomplish... o Frankly, disability insurance is not my specialty. You need to

2007-12-20 Tax Liability - Life Insurance:

I assume you are not referring to recovering the cash surrender value in your policies when you say "cashed in". Let me preface my answer with the fact that I am not an accountant and would strongly suggest

2007-12-18 life settlement candidate?:

Presumably your client has a buy/sell agreement or key man policy he no longer needs. His chances of receiving a settlement depend on several factors to include - life expectancy, face amount of the policy

 

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