Stay Ahead of Your Client's Needs.
Russell Smith, Director of Advisory Development at Magna Life Settlements, specializes in helping advisors share the most beneficial advice for clients who might otherwise miss the windfall that the sale of a life insurance policy can provide.
Schedule a Call with RussellWhy choose Magna?
Savvy financial advisors need a thorough understanding of many asset types to provide the best value for their clients. Russell Smith, Director of Advisory Development at Magna Life Settlements, specializes in helping advisors share the most beneficial advice for clients who might otherwise miss the windfall that the sale of a life insurance policy can provide. Schedule a call with Russell today to learn more about the services he and his team provide for advisors.
.Know Your Life Insurance Options
Learn about three life insurance
options for your senior clients.
How Life Settlements Work
Show your client how to sell an unneeded or
unwanted policy for cash.
Why Advisors Should Educate Their Clients on Life Settlements
How much is your client's insurance policy worth?
Sell Your Insurance Policy,
Leave a Legacy
Don't let your clients' life insurance policy lapse
until you watch this video.
Russell C. Smith, CIMA - Austin, Texas
As Director of Advisory Development, Russell Smith helps Financial Advisors stay abreast of the ever-changing financial planning landscape. As tax laws, regulations, and investment structures evolve and increase in complexity, ongoing education is critical. Russell started his career as a traditional Financial Advisor/Planner with Merrill Lynch and was an early adopter of the Separately Managed Account, or Fee Based Model. 10 years later he became a National Sales Director, where he drove all fee-based businesses at Merrill Lynch. He also held a National role with The Man Group, the world's largest Alternatives publicly traded Investment firm. He's spent most of his career demystifying investment strategies to better serve the unique needs of clients.
Schedule a Call with Russell
Free Tools for Full-Service Advisors
The best advisors establish trusting relationships with clients and offer guidance that helps them optimize their wealth. Since life settlements are a key asset for seniors who may otherwise let a life insurance policy lapse, conscientious advisors should avail themselves of Magna's range of services—everything from life settlement calculators to training videos—designed to equip you with updated information about the settlement market.
Whether you're starting with the basics of the life settlement process or you already have a rudimentary understanding but need a more advanced sense of how to guide your clients, Russell and his team are an invaluable resource for you and your your eligible clients.
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