Agents / Brokers

Do you work with CPAs and attorneys who serve as trustees for trust-owned life insurance? Your first objective should be to contact the CPAs and attorneys who are members of your referral network and discuss the topic of life settlements with them. A life settlement could be a solution for ILIT policies that are not performing according to expectations.

The Secondary Market for Life Insurance -- How Insurance Agents / Financial Professionals Benefit

• Because a viable secondary market for life insurance improves its value as an asset and thus increases the demand for new insurance in the primary market, agents as a whole benefit from involvement in the secondary market.

How we assist Agents and Brokers in tapping into this emerging market

• We provide free E&O coverage up to $5 million aggregate to agents and brokers, unlike some life settlement companies
• We offer access to more than 20 institutional funding sources
• We offer the services of our Marketing Department by providing a variety of promotional tools -- ranging from PowerPoint presentations to ad copy, brochures, flyers,e-mail blasts and more.

AS-5

Home | About | Contact | Sitemap | Privacy | Policy Evaluator | Advantages and Opportunities
Compliance | Life Settlement Quote | Learning Center | Applications and Forms | Links

© 2001-2011 Advanced Settlements, Inc. All Rights Reserved.
This website is intended for insurance and financial professionals only, and not for use for the general public. Life Settlement amounts are based on numerous factors. Actual results will vary. According to our internal statistics, the average purchase price obtained by viators through Advanced Settlements, Inc. (from January 1, - November 30, 2011) is on average approximately thirteen percent of the face amount of a qualified life insurance policy. Some or all of the proceeds of a life settlement may be taxable under federal or state income tax laws. Advice from a professional tax advisor is recommended. Advanced Settlements does not give legal advice and clients should consult with a legal advisor prior to entering into a life settlement. The number of bidders for a policy may be limited; proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage or tax implications. Advanced Settlements, Inc. is a subsidiary of National Financial Partners Corp (NFP). National Financial Partners Corp. and its subsidiaries do not give tax or legal advice. Advanced Settlements, Inc. (or its principals) is an authorized broker or producer in all states and territories where life settlements are regulated, except Alaska, Montana, New Hampshire, Puerto Rico and Vermont. Location and mailing address: Advanced Settlements, Inc., 2101 Park Center Drive, Suite 220, Orlando, Florida 32835. phone: 1-800-561-4148. Advanced Settlements, Inc's web site is currently not approved in the states of Idaho, Iowa, Louisiana, Oklahoma and Texas. Therefore, until such approval is granted, the information contained herein is not intended for those states' consumers.