Robert W Larsen
We protect the assets of the wealthy Seniors
- Role
- Owner and Chief Executive Officer at Settlement Masters Llc
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Robert W Larsen
Bob is the CEO and Owner of The Settlement Masters LLC which has a Mission of fixing Life…
Experience
Owner and Chief Executive Officer
Jan 2008 — Present
Settlement Masters represents clients that want to sell their life insurance policy. As the CEO, I make sure that we have complete transparency to our clients. This includes being upfront in providing information and assessment regarding the price and the likelihood of the policy being sold.The Settlement Masters is completely focused on helping clients generate cash for those life insurance policies that are no longer needed. It is our duty and part of our process to get the best price possible for our clients. To do this, we go directly to multiple Institutional Funds and eliminate other middlemen to generate bids on the client\'s policy to maximize its selling price and the amount they receive. Over the years, my team have developed good business relationship with multiple buyers to get best deal for our clients. The Settlement Masters ApproachOur intent is to quickly complete a Preliminary Appraisal of the potential value of our client\'s contract so they can make an informal decision.Should they decide to move forward, no medical exam is required and all medical information you provide is protected under the Federal HIPPA Regulations.Finally, we provide complete transparency of the process and you’ll receive a complete Compliance File as the end of the transaction.The Settlement Masters team brings experience with settlements and life insurance that spans more than 50 years.
Skills
- Strategic Planning
- Small Business
- Insurance
- Financial Analysis
- Fixed Annuities
- Team Building
- Management
- Business Planning
- Leadership
- Sales
- Disability Insurance
- Commercial Insurance
- Estate Planning
- Customer Service
- New Business Development
- Marketing
- Retirement Planning
- Business Strategy
- Retirement
- Strategic Financial Planning
- Long-Term Care
- Life Insurance
- Finance
- Health Insurance
- Financial Planning
- Investments
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