About Us
Home
Your Coach
Coaching Vs. Planning
Why We Are Different
Our Philosophy
Who Are Our Clients
Investor Education
Fee Facts
In The News
Ask The Expert
Your Next Step
Our Location
View Your Account

Video Blog
Want Richard To Speak To Your Group?
Creating Retirement Income
About IRA Rollover Tools

Contact Us

The Financial Quarterback ™
125 S. Swoope Avenue, Suite 109
Maitland, FL 32751

Phone: 407.622.6669
     Fax: 407.599.9243

Ask The Expert

Questioner: Bill

Question: I saw this website (www.genesisprosperitygroup.com) that mentions that Senior Life Settlement investing is immune to stock market fluctuations. What is your opinion about the life settlement asset class?

Answer: Wow. It never seems like the financial industry misses a chance to make money. Even when it is on dead people. (Well to rephrase it better, you are investing in people you are hoping will die).

As you can probably imagine, I have met with hundreds of people over my career and I have yet to find an individual for which an investment in a life settlement (once called viatical settlement) or selling their personal life insurance policy to the settlement company ever made PRUDENT sense.

Stick to the fundamentals of investing. They are pretty simple and overtime will prove very beneficial to you and your family.

Disclaimer | Privacy Policy | FAQS | Forms

Copyright © 2007 The Financial Quarterback Website Design by One Step Solutions

CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol () are marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP(TM) Board's initial and ongoing certification requirements.

Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC (The Financial Quarterback™) is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC (The Financial Quarterback™) . Depending on your state of residence, Wealth and Business Planning Group, LLC (The Financial Quarterback™) may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.