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Life & Health Insurance/Expert Profile
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
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response P = Politeness| User | Date | K | C | P | Comments |
|---|---|---|---|---|---|
| Skyler | 04/16/09 | 10 | 10 | 10 | Thank-you kind sir... |
| mike | 02/13/09 | 10 | 10 | 10 | Thank you for your time. This was ..... |
| Carol | 01/03/09 | 10 | 10 | 10 | Sergio, Thank you so much for your ..... |
Recent Answers from Sergio Franco
2010-07-28 life insurance:
The responsibility of claiming these benefits falls on the beneficiary. It sounds like the beneficiary is unaware of the death or the existence of the death benefits therefore the failure to claim the
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
Answers by Expert:
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