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Life & Health Insurance/Questions Answered by Expert Sergio Franco
| Subject | Date Asked |
| life insurance | 7/28/2010 |
| Q: Can you please tell me what happens when someone dies and the beneficiaries of some life insurance ... A: The responsibility of claiming these benefits falls on the beneficiary. It sounds like the ... | |
| Quick Question | 4/12/2009 |
| 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 ins | 2/3/2009 |
| 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 Insurance | 12/20/2007 |
| 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 ... | |
Answers by Expert:
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
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