Trusted Advisors
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Financial Advisors
As a Financial Advisor, it is your duty to ensure that your clients needs are met financially.
Many times you are asked to review a clients life insurance needs and policies.
Be sure that Life Settlements are a part of the conversation with those clients who are looking to surrender or lapse coverage.
As an Attorney, you may provide estate and elder planning services to your clientele.
Life Insurance Settlements should be an included discussion to help plan for "End of Life" Plans, and how to exit existing policies that may no longer be needed or affordable.
CPAs
CPAs are quickly realizing that Life Settlements can represent an incredible opportunity for their clients.
As someone who deals with individuals and businesses day to day finances; often you are the one who knows their finances best.
Trustees have a fiduciary obligation to the trust they represent.
The decision to have an evaluation done on any life insurance policies the trust owns, is recognized as on of those fiduciary obligations.
Care Managers
As a Care Manager for an individual requiring "end of life" care, you most often know about your patients financial well-being.
Did you know Life Insurance can be converted to Long Term Care Benefits via a Life Settlement?
Continuing Education
We offer a variety of Continuing Education Seminars that are also accredited for CFP CE, CPE, Insurance CE, and CLE Credit.
If you would like to schedule a CE Seminar for your Firm, please contact your representative.
Care Managers
Private Placement Opportunities
Care Managers
As a Life Settlement Brokerage, we have very close relationships with the Providers and Investors we work with.
If you are interested in purchasing life insurance for your personal portfolio, or your client's portfolio's, we can help assist!