Life Settlements Learning Center

Advanced Settlements has created the Life Settlements Learning Center. This advanced portal contains several learning tools including: an instructional video, audio podcasts, audio-driven power points, articles, etc. This is your place to learn the life settlement industry from the leaders in the life settlement industry, courtesy of your friends at Advanced Settlements, Inc.

Featured Item of the Month

Advanced Settlements has created the 10 Point Life Settlement Process designed to help any financial professional understand the neccessary steps required to successfully complete a life settlement transaction from start to finish.

Click Here to View The 10 Point Life Settlement Process



NFL Legend Pat Summerall





Life Settlement Policy Evaluator

The Life Settlement Policy Evaluator is a tool based on thousands of historical cases coupled with computer database models designed to give a reasonable estimate of the market value of a life insurance policy in the secondary market. Please fill out the information below to receive an immediate estimated value for a life insurance policy.

Click Here to Use the Policy Evaluator








Life Settlements Radio


Advanced Settlements Proudly announces Life Settlements Radio. Here you can learn all about the life settlement industry from the leaders in the life settlement industry. Life Settlements Radio will offer Audio Podcasts, Audio Power Points driven by Brainshark, videos and the latest articles concerning life settlements. Life Settlements Radio is the future of life settlements learning.

Click Here to Enter Life Settlements Radio

 

 

 

 

Life Settlements 101 Video

This video is designed to educate you on the life settlement industry. This nine- minute video will do the following:

  • Give an Introduction to the fundamentals of the life insurance settlements industry.
  • Educate you on the process of funders and the secondary life insurance market.
  • Assist in the knowledge and parameters of the Life Settlements industry such as age, policy size, policy type and more.




Written By: Scott Kirby
Co-President of Advanced Settlements

Expectations In The
LIfe Settlement Market

For years, best execution, process flow and value added are all terms many of us have heard repeatedly in an effort to keep our customers satisfied. And here’s another: client expectations. While you market with great value-add descriptors, design the perfect process and then execute to the best of your abilities, there is still something missing — that quest for the elusive golden ring just beyond your grasp...

Click Here to Read Article




Podcast Now Available

Advanced Settlements has created a four-part training series on Life Settlements. These training on demand tools are designed to bring product knowledge to your desktop.

A Product and Industry Overview

When a Life Settlement May or May Not Be Appropriate For Your Client

Life Settlements and Estate Planning

Life Settlements and Philanthropy

 

 

Audio-Driven Power Points

Brainshark has given Advanced Settlements the opportunity to give back to the senior market with informative life settlement training on demand tools.

A Product and Industry Overview

When a Life Settlement May or May Not Be Appropriate For Your Client

Life Settlements and Estate Planning

Life Settlements and Philanthropy

 

 

 

Life Settlement Transparency Report

 

 

Transparency & Disclosure Report

As a leader in the life settlement industry, Advanced Settlements understands the producer's need for full disclosure of all offers and all commissions made. We also recognize your desire to demonstrate to your client the value created through the life settlement transaction. That is why producers working with Advanced Settlements receive a "Transparency & Disclosure Report" which includes a complete bidding history, disclosure of compensation, and a chart showing the value created for your client.

 

 

 

Life Settlement Success Stories

 

Life Settlement Success Stories

As a leader in the life settlement industry, Advanced Settlements transacts some of the highest case volume seen in the industry today. And behind each transaction, there is a "story to tell." Stories about how the proceeds from a life settlement have favorably impacted a senior's life in some way.

 

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