Life & Health Insurance/Expert Profile


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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

Read More Comments

    K = Knowledgeability    C = Clarity of Response    P = Politeness
UserDateKCPComments
Susan12/06/13101010Thank you for taking the time and .....
Skyler04/16/09101010Thank-you kind sir...
mike02/13/09101010Thank you for your time. This was .....
Carol01/03/09101010Sergio, Thank you so much for your .....

Recent Answers from Sergio Franco

2013-12-02 group life insurance:

Firstly, my sympathies for your loss.  Though this not my area of expertise I have had a similar experience when my mother passed.  The will should have assigned an executor of her estate and that person

2012-11-27 insurance:

Firstly, Sorry for the loss of your mom and I apologize for the slow response. Your best bet is to contact the credit union that issued the policy.  If no premium payment has been made the policy most

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

 

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