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About Sergio Franco
(Top Expert on this page)

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
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
   

You are here:  Experts > Money > Personal Insurance > Life & Health Insurance

Questions Answered By Expert  Sergio Franco 
In Category  Life & Health Insurance

SubjectDate Asked

Quick Question4/12/2009
  Q: I received a life insurance policy for my fathers death, of 10,000. Are there any taxes that need to ...
  A: Sorry for the slow response and please accept my sympathies for your loss. In general, if you ...
life ins and dis ins2/3/2009
  Q: I have a few questions that I need help with. I am 33 male non smoker and am in good health, my ...
  A: Sorry for the delay. I will approach each question separately. I am not exactly clear what you are ...
Tax Liability - Life Insurance12/20/2007
  Q: I am 75 years old and recently cashed in two whole life insurance policies. What are the tax ...
  A: I assume you are not referring to recovering the cash surrender value in your policies when you say ...
life settlement candidate?12/18/2007
  Q: I was approached by a client regarding a possible life settlement and have a few questions for you. ...
  A: Presumably your client has a buy/sell agreement or key man policy he no longer needs. His chances ...

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