Tools To Help You Discuss Life Settlements With Your Clients

Frequently, agents and advisors will ask me how to talk with their clients about life insurance settlements.

The opportunity is huge. 2.5 million seniors a year will lapse or surrender their life insurance policies. Last year, only 2699 sold their policies. That is a very large gap, and most of the reason is because these seniors didn't know there is another option.

You can help them - and you too. Here are some tools that can help you discuss life settlements with your clients:

1) A fillable PDF flyer for you to use. Simply add your contact information onto the bottom, save it, and it is ready for you to use.

2) A quick life settlements guide with basic underwriting guidelines.

3) Our brief, educational flyer about life settlements, with our contact information.

4) A fact-finder sheet with basic information that we need to quickly evaluate your client's policy to determine if a life insurance settlement can be a solution.

5) Understanding Life Settlements - Flyer published by the NAIC.

6) The Advisor's Guide to Life Settlements - 12 page guide published by Insurance NewsNet in collaboration with the Life Insurance Settlements Association.

7) Our website - there are a lot of articles, frequently asked questions, testimonials, etc.

Click here for our website.

8) Webinar recording - we recently conducted a 1/2 hour introduction to life settlements webinar, which was recorded.

If you would like any of these items, simply contact us and we would be delighted to send any of them to you.

Life insurance settlements offer a better financial option for clients, and benefit your business as well. Win - Win.

It is a privilege to be of service to you. We're here to help.