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CPAs, Attorneys, bank trust officers, and financial professionals are discovering that life settlements can be effective in addressing the estate planning and philanthropic objectives of affluent seniors with unwanted or underperforming life insurance policies. But studies point to the fact that many professional advisors do not have sufficient knowledge to discuss the product with their senior clients.
Our "training-on-demand" series entitled: "The Role of Life Settlements in Estate Planning & Philanthropy" is designed to bring product knowledge to your desktop through a four-part series on the following topics:
WHAT YOU WILL LEARN: 1. Product & Industry Overview 2. When a Life Settlement May or May Not Be Appropriate for Your Client 3. Life Settlements and Estate Planning 4. Life Settlements and Philanthropy
To gain access to this free online training series, please complete the form boxes below. Name: Company:
E-mail: Phone: Have you ever done a Life Settlement before? Yes No Would you like to receive e-mail updates? Yes No
Advanced Settlements, Inc. 2101 Park Center Drive, Suite 220 Orlando, FL 32835 1-800-561-4148 This advertisement does not apply to variable life settlements. Variable life settlements are settled through our BD affiliate. This ad is intended for insurance and financial professionals only. Life Settlement amounts are based on numerous factors. Actual results will vary. The average purchase price obtained by viators through Advanced Settlements, Inc. is approximately twenty-five percent (25 %) 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, Inc. (or its principals) is a licensed broker or producer in all states where life settlements are regulated, except Montana. © 2007 Advanced Settlements, Inc. All Rights Reserved. |
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