Financial Advisors, CPA’s, Estate Planners and Attorney’s

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Existing Clients...New Opportunities...New Funds...

Do your Senior Clients know the fair market value of their life insurance policy?

Sound financial and estate planning needs for seniors are constantly changing. New and innovative strategies to diversify risk and increase your clients’ wealth are in high demand. A Life Insurance Settlement can help you meet these demands by offering your senior clients a lump sum payment for their life insurance policy. This will assist them in funding other financial or insurance products you recommend.

Life Settlements, one of the fastest growing segments in the financial services market, is a simple yet effective estate planning and financial tool. Financial professionals today have an exceptional opportunity to assist senior clients when circumstances or needs change and a large cash infusion is necessary. We can assist the professional advisors in matching their client's policy with the highest possible cash offer. These policies can be for individuals, trusts, corporate or charitable organizations. Any life insurance policy of a senior can be sold including term, split dollar, and deferred compensation policies.

Is a Life Settlement Right For Your Senior Clients?

• Lapsed or surrendered policy
• No longer needed
• Policy is “underwater”
• Retire or sell interest in a business
• Changing estate tax needs
• Premiums more costly than justified
• Key-Person / COLI Life Insurance policy not necessary

Professional Advisors Benefits

• Create new capital for your client
• Fund more needed or cost effective life products, long term care or annuities
• Reduce lapse rates
• Offer a creative valuable service to your clients
• Keep renewal and trailer incomes
• Estate planning tool
• Help clients recover premiums from their initial investment
• Does not detract from one’s present business
• Simple concept to communicate
• Expedient case submission and closing
• VIEW CASE STUDIES

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Contact us for a no cost, no obligation consultation regarding Life Settlements and how it pertains to your policy.

Accelerated Life Settlements, Inc. (ALS) is a licensed broker for Life Settlement transactions. ALS is not licensed in all states where licensing is required. If not licensed in your state, we have affiliate relationships with licensed organizations that can process and transact your life insurance settlement.