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Survey Of The Month |
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Why We Get Results! |
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Experience: Since 2000, we have settled over $6.5 billion in Life Settlement transactions
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Personalized Service: Your case is managed from inception to completion
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Leverage: We are the top-producing broker for several of the major funding sources
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Network of Funders: We provide you with multiple offers through our network of 25+ highly-capitalized funding institutions
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3-Minute Life Settlements Educational Video |
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Customized Life Settlements Marketing Materials |
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Advanced Settlements has created four new customized senior direct marketing pieces that will help you market life settlements to your senior audience. These simple one page ads explain life settlements as an opportunity that is worth analyzing. Signing our Advertisement Agreement form is required before distribution.
Our latest customized materials
Senior Flyer A
Senior Flyer B
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Talk To Your Senior Clients About Life Settlements |
The life settlement marketplace continues to expand as high net worth seniors seek liquidity from unwanted life insurance policies. The life settlement industry is maturing. Some financial professionals, who have been involved in life settlements for several years, have noticed the growing acceptance to selling policies on the secondary market. But many others are just learning about the concept.
Click Here To Read This Entire Article
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Get The Buyers To Review Your Files
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Now, more than ever, you need a qualified broker to help you in the life settlement industry.
- We know which funding sources have capital
- We know what life expectancies work best with each funding source to assist in obtaining the best potential offer
- We transacted over $1.4 billion in life settlements in 2008
- Pre-Pricing available
- E&O coverage up to $5 million aggregate on every sold case
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New Life Settlement Funding Option Emerges |
Advanced Settlements now offers a new funding option where you and your client can now participate in Life Settlements and ensure full redaction. This new platform addresses potential transaction concerns and market challenges by providing one of the best life settlement solutions - creating opportunities for consumers, financial professionals and investors.
Click Here to Learn More
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Life Settlement Policy Evaluator |
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The Life Settlement Policy Evaluator is a tool based on thousands of historical cases coupled with computer database models designed to give a reasonable estimate of the market value of a life insurance policy in the secondary market. The Policy Evaluator does not apply to variable policies.
Click Here To Use
The Policy Evaluator
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Small Face Policies Now Accepted |
Advanced Settlements can now assist your clients with small face policies with a minimum face value of $100,000. Until now, seniors with smaller policies would have been excluded form the benefits of the secondary market.
Click Here To Learn More About
Our Small Face Program |
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Life Settlement Flow Chart |
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The Life Settlement Flow Chart was designed to help financial professionals understand how a life settlement candidate may or may not qualify for a life settlement. To determine if a life insurance policy may qualify for a Life Settlement, follow the flowchart by answering a few basic questions.
Click Here To View The
Life Settlement Flow Chart |
Life Insurance and Life Settlements CE Credits |
Advanced Settlements is proud to offer continuing education credits for those who require it. The online education portla with Advanced Settlements/SuccessCE offers:
Insurance, CFP, CLU/ChFC CE online
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Prices include grading and certificates
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100% satisfaction guarantee
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LIfe Settlements Q & A |
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Advanced Settlements realizes there are questions being asked about the Life Settlement marketplace and wants to answer those questions. Advanced Settlements has created the Life Settlements Q & A. Twelve questions will be answered in all. Topics like how does the Life Settlement process work, specific parameters used in determining a life settlement, and fiduciary obligations will all be addressed.
Click Here To Read
The Life Settlements Q & A |
Life Settlement Success Stories |
As a leader in the Life Settlement industry, Advanced Settlements transacts some of the highest case volume seen in the industry today. Behind each transaction, there is a
"story to tell." Stories about how the proceeds from a Life Settlement have favorably impacted a senior's life in some way. This is a great way for financial professionals to show examples real stories from real people who have chosen the option of a life settlement.
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Click Here to view our Archived Section that contains articles, white papers, and news releases from over two years ago.
If you have any questions about the Advanced Settlements website please contact David Rodriguez at 1-800-561-4148 ext. 1112 or email at davidr@advancedsettlements.com
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© 2001-2010 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, - June 30, 2009) is on average approximately sixteen 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 Alaska, Montana, and Vermont.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 Idaho, Iowa, Louisiana, and Oklahoma. If you have any questions about the Advanced Settlements website please contact David Rodriguez at 1-800-561-4148 ext. 1112 |
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