Life Settlement Agents and Commissions
Life Insurance Agents and Brokers
Agents, Brokers, and Financial Planners who sell and service life insurance policies or financial planning products should add life settlements to their comprehensive practice.
- What are the personal and business insurance needs of each insured?
- How long should coverage be maintained?
- If estate taxation is eliminated, how much coverage would be redundant?
- How much after-tax cash might each policy owner receive from Life Settlements?
- What additional investments or insurance could be purchased with Life Settlement proceeds?
- Should additional coverage be sought, before transacting a Life Settlement?
*If new insurance is needed, should single and joint life designs be considered?
- How much of any new coverage should be owned by a Trust?
Life Settlement Qualification
If the Insured is in average to excellent health, minimum age may be 65 to 70. Those who are terminally ill may be in their 30’s. Very few Funders purchase less than $100,000 of coverage. Carrier ratings must be “B” or higher.
Start a Life Settlement Transaction
To begin the appraisal process, call 1-888-973- 8377 or email to discuss about your client’s situation. We will provide an agent kit that will assist you and your client with the life settlement process. We will explore every point of concern, answer questions, and send you an appropriate application with instructions.
