Inaugural Issue Q1 2004            L I F E    S E T T L E M E N T     N E W S            Volume 1, No. 1

 

The

funding process.

 

Scott Kirby

 Co-President

 

"If you have questions regarding our  funding process or questions about our funding sources, please give
me a call."

1-800-561-4148

 

 

 

 

   

 

 

< Back

Here's how it works.

"Because we have transacted hundreds of Life Settlements totaling more than $1.5 billion in policy face value within the past three years, our funders are motivated by our success."

As one of the largest and most successful Life Settlement companies in the nation, Advanced Settlements has developed a unique business model that produces some of the highest offers in the industry, an obvious benefit to each policyholder seeking the liquidity and empowerment of a Life Settlement.

 

Through our network of 15 funding institutions, some of whom are exclusive to us, Advanced Settlements has the ability to generate multiple offers -- a competitive process that helps produce the highest possible market value for each policy. 

 

We recognize that our partners are committed to serving the best interests of the client policyholder, and we believe that our own commitment and sense of fiduciary responsibility is demonstrated by the extraordinary efforts we put forth for clients during the competitive funding process.

 

 

Step 1

Step 2

Step 3

Step 4

 

 

 

 

Broker / Producer

Originates Case File

Advanced Settlements

Reviews / Screens Case

22 Funding Institutions

receive file

Multiple offers returned