Insurance Agents/Financial Planners

Over the past few years life insurance settlements have gained popularity among the financial planning community as the financial benefits to policyholders have become far too beneficial to ignore. As the industry grows at a record pace, many financial advisors have begun to recommend this financial service to their qualified clients. This enables more and more policy owners to access the unrealized equity built up inside an asset that is normally considered a future benefit. By informing your clients about life insurance settlements you can help them turn a policy on the verge of cancellation, surrender or lapse into an immediate cash settlement. It is a true win-win proposition.  

Attorneys/Estate Planners

The rapidly emerging secondary market for life insurance is creating new opportunities and challenges for the legal and estate planning industry. The attorneys who find themselves involved the most are those who specialize in tax and estate planning. Because life settlements offers a new estate planning tool, attorneys involved with this area of practice should include the life settlement within the range of financial options that could meet their clients changing needs.  

CPA's

As life settlements continue to gain popularity in financial planning circles, their acceptance as a legitimate planning tool is now reaching other professions. Your corporate or individual clients may have policies that are no longer needed, outdated or too expensive. Life Settlement Advisors will work with you to determine the viability of a life settlement FREE of charge.  

Non Profit Organizations

Non profit organizations (NPO's) who own a donated life insurance policy may sell the policy on the open market. A life settlement is simply the sale of a life insurance policy on the secondary market for a value greater than the cash surrender value. The funds created from the sale can be used in any manner the NPO may wish.