Attention Financial Professionals: Case
precedent now exists stating the fiduciary responsibility
of financial professionals to discuss life settlement
options with clients over the age of 65 that are considering
lapsing or surrendering their policies!
Obtaining an appraisal of a client’s
life policies is now becoming an integral part of an
advisor's annual financial review. However, not
all appraisals are equal! Many life settlement
companies offer basic appraisals that simply consist
of bids from willing buyers.
US Life Settlements offers a comprehensive
appraisal system that calculates the fair market value
of a life policy while comparing and contrasting it
to many alternative life settlement solutions. This
proprietary analysis provides you and your clients
with easy to understand and quantifiable policy options
that will simplify the decision making process. Click
on “Free Appraisal” to
learn more about this comprehensive analysis and the
comparable options
If it is determined that a life settlement
is not an option or the best solution
for a client (i.e. the cash value is too high, no offers
were made), our study will show additional options
that can be presented as alternative solutions to your
client.
Should an alternative solution provide
a greater benefit to your client, US Life Settlements
will provide you with all the tools to successfully
implement this solution. US Life Settlements has A
to Z industry experience, long standing relationships
with the leading insurance carriers and an experienced
underwriting team that will assist you in the implementation
of the selected option. US Life Settlements works
under the joint work model and evenly shares all commissions with
our affiliate advisors.
Once a signed Services and Compensation
Agreement is received by our team, you will be assigned
to a personal case manager. This case manager will
serve as your primary contact and provide you with
full support. You will also receive marketing materials
and qualifying tools to assist you.
Click here to
download the services compensation agreement
or call us at 888-757-8757 to speak with a case
manager now.
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US
Life Settlements Specializes in Working with
Agents that are Restricted from Offering Life
Settlements to their Clients.
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