Call Advanced Settlements Today At 1-800-561-4148

Life Settlement News and Information
Advanced Settlements Adds Funders to Its Capital Markets Platform
GlobalBridge Teams with Provident Trust Group to Integrate Life Settlements Into Traditional Retirement Portfolios
"Life Settlements 101"
A Financial Advisor's Guide to Evaluating a Life Settlement Transaction for a Client
IRS Posts Life Settlement Rulings
Why We Get Results!
  • Experience: Since 2000, we have settled more than $7 billion in Life Settlement transactions
  • Personalized Service: Your case is managed from inception to completion
  • Leverage: We are the top-producing broker for several of the major funding sources
  • Network of Funders: We provide you with offers through our network of 25+ highly-capitalized funding institutions
3-Minute Life Settlements Educational Video
Advanced Settlements realizes there are questions about the Life Settlement marketplace and wants to answer those questions. That's why we created our 3-minute educational video appropriately titled, "Are Life Settlements Part of Your Financial Toolset?"

Click Here To Watch Our Complimentary Educational Video on Life Settlements
Customized Life Settlements Marketing Materials

Advanced Settlements has created four customized senior direct marketing pieces that will help you market life settlements to your senior audience. These simple one page ads explain life settlements as an opportunity that is worth analyzing. Signing our Advertisement Agreement form is required before distribution.

Our latest customized materials
Senior Flyer A
Senior Flyer B

Talk To Your Senior Clients About Life Settlements

The life settlement marketplace continues to expand and mature as high net worth seniors seek liquidity from unwanted life insurance policies.. Some financial professionals who have been involved in life settlements for several years have noticed the growing acceptance to selling policies on the secondary market. But many others are just learning about the concept.

Click Here To Read This Entire Article

Get The Buyers To Review Your Files

Now, more than ever, you need a qualified broker to help you in the life settlement industry.

  • We know which funding sources have capital
  • We know which life expectancies work best with each funding source to assist in obtaining the best potential offer
  • We transacted over $1.4 billion in life settlements in 2008
  • Pre-Pricing available
  • E&O coverage up to $5 million aggregate on every sold case
New Life Settlement Funding Option Emerges
Advanced Settlements now offers a new funding option where you and your client can now participate in Life Settlements and ensure full redaction. This new platform addresses potential transaction concerns and market challenges by providing one of the best life settlement solutions - creating opportunities for consumers, financial professionals and investors.

Click Here to Learn More
Life Settlement Policy Evaluator

 

Advanced Settlements would appreciate the opportunity to assess the market value of your client's life insurance policy in the secondary market. One of our Account Executives will contact you within 1-2 business days to discuss the policy analysis results.

Click Here To Input
Your Client's Information

 

Small Face Policies Now Accepted

Advanced Settlements can now assist your clients with policies with a minimum face value of $100,000. In the past, seniors with smaller policies would have been excluded form the benefits of the secondary market.

Click Here To Learn More About
Our Small Face Program

Life Settlement Flow Chart

The Life Settlement Flow Chart was designed to help financial professionals understand how a life settlement candidate may or may not qualify for a life settlement. To determine if a life insurance policy may qualify for a Life Settlement, follow the flowchart by answering a few basic questions.

Click Here To View The
Life Settlement Flow Chart

Life Insurance and Life Settlements CE Credits

Advanced Settlements is proud to offer continuing education credits for those who require it. The online education portal with Advanced Settlements/SuccessCE offers:

Insurance, CFP, CLU/ChFC CE online

Prices include grading and certificates

100% satisfaction guarantee


LIfe Settlements Q & A

Advanced Settlements realizes there are questions about the Life Settlement marketplace and wants to answer those questions. Advanced Settlements has created a Life Settlements Q&A, addressing a variety of topics, including: how the Life Settlement process works, specific parameters used in determining a life settlement, and fiduciary obligations.

Click Here To Read
The Life Settlements Q&A

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. 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. This is a great way for financial professionals to provide potential clients with real life examples from people who have chosen the option of a life settlement.

Click Here to view our Archived Section that contains articles, white papers, and news releases from over two years ago.

If you have any questions about the Advanced Settlements website please contact David Rodriguez at 1-800-561-4148 ext. 1112 or email at davidr@advancedsettlements.com.

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