Agents, Financial Planners, and CPAs often tell us ...

...they want to increase their knowledge about life settlements so they can comfortably discuss the product with their affluent senior clients.

 

Participate in our 1-hour Web seminar !  Register today.  Space is limited.

 

Presented by Scott Kirby, Co-President, Advanced Settlements, Inc.

 

 

TOPICS COVERED:

  • Overview of the Industry / Anticipated Growth / Size of the Market

  • Value to the Consumer

  • The Process:  Sequence of Steps in a Life Settlement Transaction

  • Pricing:  How Offers are Generated by Funders

  • Due Diligence:  Questions to Ask When Screening Life Settlement Companies

ABOUT THE PRESENTER:

 

Scott Kirby is co-president and founder of Advanced Settlements, Inc., and a member of the Board of Directors of the Life Insurance Settlement Association (LISA). 

 

Scott's experience in the industry dates back to 1997 when the life settlement marketplace began to emerge.  Having conducted some of the first life settlement transactions, Scott is often invited to share his expertise by speaking to various professional groups, including CE credit presentations for CPAs, financial planners, insurance professionals, and attorneys.

 

 Press HERE to reserve your seminar seat.

 Advanced Settlements, Inc.

2101 Park Center Drive, Suite 220

Orlando, FL  32835

1-800-561-4148

www.advancedsettlements.com

This ad is intended for insurance, legal and financial professionals only and not the general public.  Life Settlement amounts are based on numerous factors. Actual results will vary. The average purchase price obtained by viators is approximately twenty-two percent (22 %) 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 are licensed brokers or producers in all states where life settlements are regulated, except Montana. 

© 2006 Advanced Settlements, Inc.  All Rights Reserved.