Hosts: Arif Halaby & Jeff Girard
Guest: Brian Clark, Director of Business Development at Reliant Life Shares
Topic: Life Shares
Segment 1 – Fractional Life Settlements
On this edition of Total Financial Solutions, Brian Clark of Reliant Life Shares
Fractional Life Settlements – the sale of an unwanted, unneeded or unaffordable life insurance policy
Longevity risks – A longevity risk is any potential risk attached to the increasing life expectancy of pensioners and policy holders, which can eventually result in higher pay-out ratios than expected for many pension funds and insurance companies.
Taken from reliantlifeshares.com
“Brian Clark serves as Director of Business Development for Reliant Life Shares, LLC. Based in Southern California, Brian has been helping financial advisors grow and improve their practices for more than 15 years. A former aerospace engineer and financial advisor himself, he brings an extremely unique combination of technical expertise and analytical skills, as well as real-world experience and practicality.
Brian holds the designation of Chartered Retirement Planning CounselorSM from The College for Financial Planning®, and he views his role as a financial professional simply as this: Take care of the client’s needs in everything we do, and the rest will take care of itself.
For the past eight years, Brian’s experience has been focused on alternative investments, and the value they can bring to an investment portfolio through their non-correlation to the primary investment markets. Brian was attracted to the alternative investment opportunity provided by Reliant Life Shares, as it represents the ultimate expression of what an investor seeks when considering exposure to Alternatives in their asset allocation.
Brian graduated from UCLA with a BS in Mechanical Engineering and has held numerous leadership positions with such firms as Boeing, ING (Voya), AXA, and Nationwide Financial.
When not working, he enjoys playing golf, hiking and SCUBA diving. He and his wife of 15 years also enjoy traveling and cooking together. Reach out today to see how Brian and Reliant Life Shares can help you and your clients.”
Segment 2 – Life Insurance
“You want to have multiple policies to invest in, and we have a diversified group available.” – Brian Clark
KHTS Radio Santa Clarita Radio – Santa Clarita News