Benefits

The benefits to you as a financial professional are numerous:

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  • Uncover New Assets. By providing cash to your clients through life settlements, you may be able to put those new assets to work in other insurance, annuity or investment products. Nearly two-thirds of all life settlements result in the purchase of new insurance.
  • Revitalize Your Book. Discussing life settlements can provide an opportunity to re-contact clients you have not spoken with recently. Since nearly all of our financial needs change over time, life settlements provide a new basis for dialogue, which may in turn, uncover additional opportunities.
  • Earn Additional Compensation. Life settlements can be a lucrative new source of revenue from your existing clients, as well as a powerful prospecting tool to gain new clients.
  • Stay Competitive. With the growth in life settlements and the increased marketing surrounding them, if you are not talking to your clients about life settlements, someone else probably is.

The benefits to your clients are simple:

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  • Choice. Life settlements provide an alternative to lapsing or surrendering their policy to the insurance company and receiving less than they could have with a settlement.
  • Additional Funds. Whether they use those funds to meet pressing financial needs, for an around-the-world cruise, or to buy additional insurance, they will thank you for unlocking the “hidden” value of their policy.