2007 Life Settlement Advisor Survey Report Released
BETHESDA, Md., Jan. 3 /PRNewswire/ — Maple Life Financial announces the release of its 2007 Life Settlement Advisor Survey Report.
Maple Life Financial recently conducted a survey of financial service advisors in an attempt to measure the awareness of life settlements and to gain a better understanding of this important segment.
Nate Evans, President and CEO of Maple Life Financial, explains, “Financial service advisors are a crucial link in the success of the life settlement industry. Their awareness and understanding into the appropriateness and value of life settlements is critical to their clients. The growth of the secondary market will be directly impacted as the numbers of these professionals actively begin offering life settlement services to their clients.”
Survey participants were asked questions about their clients, familiarity with the topic, quantity of transactions done, barriers to entry, professional designations obtained, organizations belonged to, industry publications read, and which issues will impact the industry most in 2007. Interactive survey forms were administered online and distributed via e-mail to financial service advisors throughout the United States.
“The survey provides agencies insight on how to better market their services to this audience,” says Eric Lund, senior vice president of sales and marketing of Maple Life Financial. “It also shows advisors a valuable perspective on how experienced they are compared to their competitors.”
Highlights of the survey include:
– Increased levels of awareness.
– Continued low numbers of advisors who had actually conducted life settlement transactions.
– Awareness and limited education/training resources, and not primary focus, were reported as top barriers to market entry.
– Top industry designations, organizations/associations, and publications were listed.
– Baby boomers entering retirement, regulation, and the estate tax law reform/repeal were the top issues identified for 2007.
A complimentary copy of the 2007 Life Settlement Advisor Survey Report may be requested by phone toll-free at 1-877-777-0635, or by e-mail at [email protected].
Maple Life Financial is a specialty finance company focused on providing innovative
financial products for seniors and the professionals who serve them. Based in Bethesda, Maryland, Maple Life Financial is known as the industry’s top-rated life settlement provider and servicer with high standards of customer service and compliance.
Source: Maple Life Financial
