Sales Tools

3 Mark Financial has developed a number of tools to help financial professionals market life settlements. These tools are not only designed to penetrate the consumer market, but also to attract other financial professionals, like CPA’s and attorneys, who often act as gatekeepers to key prospects. These tools include: 3 Mark Financial
  • Life Settlement Evaluation. A customized report for your clients based on their specific life settlement case which will indicate the likelihood their policy can be sold and a potential offer range, as well as provide other generic information. To request one, Click Here.
  • Client Brochure. Designed to help clients understand how life settlements work, reasons for considering them, the process involved and the value proposition of using 3 Mark Financial.
  • eKit. Designed to help financial professionals understand life settlements, including how they work, the benefits to them and their clients, and the process involved in transacting them.
  • Prospecting Letters. Designed to help financial professionals introduce and market life settlements to important prospect segments.
  • Consumer Print Ads. Newspaper or magazine ads to draw consumer interest.
  • Telephone Script. How to discuss life settlements with prospects.
  • Charitable Planning Presentation. Discusses the value proposition of life settlements to charitable organizations.
  • eMail Archive An archive of 3 Mark Financial's weekly emails to financial professionals containing relevant life settlement information including education, sales ideas, industry updates, etc.

To obtain documents for personal use please contact 3 Mark Financial at 281.269.2324 or toll free at 866.588.2927