Life Settlement "e-Power" Quote

What is an "e-Power" Quote?

A new tool from Advanced Settlements that leverages
a fast and complimentary "ball park" quote on a life settlement to assist you in working with your clients.

• A ball-park quote provides a springboard for proactive client communication and problem solving.

How does e-Power Quote Work?

The agent or financial professional completes a simple, 5-point questionnaire. Based upon that data, Advanced Settlements uses its exclusive pricing model to identify a "ballpark" senior life settlement offer. Using the ballpark offer as an initial investment in a new policy, the agent contacts his insurance carriers to request illustrations for replacement coverage. The Agent calls his senior client with a “proposal” to address his/her financial objectives, or if appropriate, to leverage his/her existing policy for a better one, (i.e. better guarantees, lower premiums, etc.)

NOTE: The life settlement quote given will be based on an eight (8) year life expectancy, and will assume that the full premium for the current year has been paid. Please note that quotes for life settlements will be given for existing policies on clients over the age of 75.

Disclaimer:
Advanced Settlements is a settlement broker and not a provider. Once a quote is presented verbally or in writing, the amount(s) expressed therein by Advanced Settlements, Inc. (Life Settlement Quote) is an estimate only and does not in any manner represent present, past, or future guaranteed offers, statements, percentages, or amounts. Life settlement amounts are based on numerous factors. Actual results will vary. This statement is not intended to offer or create a binding contract. Any offer for a contract will be binding only if and when a formal written agreement has been fully executed by all parties and all conditions set forth in such agreement have been satisfied.

e-Power Quote Form

Name of Financial Professional/Agent

Company

Address

City State Zip

Phone

E-mail Address

Please indicated the name of the
Advanced Settlements account rep
you are working with (if any):

Insurance Carrier

Age of Policyholder

Gender of Policyholder

Any significant health issues?

Client's Death Benefit Amount

Cash Surrender Value of Policy

Policy Issue Date

Min. Annual Premium for 10 yrs.

Would you like to receive e-mail updates?
Yes No

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© 2001-2009 Advanced Settlements, Inc. All Rights Reserved.
This website is intended for insurance and financial professionals only, and not for use for the general public. This advertisement does not apply to variable life settlements. Variable life settlements are settled through our BD affiliate. Life Settlement amounts are based on numerous factors. Actual results will vary. According to our internal statistics, the average purchase price obtained by viators through Advanced Settlements, Inc. (from January 1, - December, 2008) is approximately twenty percent 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 does not give legal advice and clients should consult with a legal advisor prior to entering into a life settlement. The number of bidders for a policy may be limited; proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage or tax implications. There may be high fees associated with the sale of a life settlement. Securities offered through securities licensed representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Advanced Settlements is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. Advanced Settlements, Inc. (or its principals) is an authorized broker or producer in all states where life settlements are regulated, except Montana.Pat Summerall and his experience with life settlements may not be representative of other clients. Mr. Summerall’s representation does not imply or guarantee any particular performance returns. Mr. Summerall was compensated for his endorsement.Location and mailing address: Advanced Settlements, Inc., 2101 Park Center Drive, Suite 220, Orlando, Florida 32835. phone: 1-800-561-4148. The Advanced Settlements, Inc. Website is currently not approved in the states of Oklahoma. If you have any questions about the Advanced Settlements website please contact David Rodriguez at 1-800-561-4148 ext. 1112