In This Issue
 


Replacement Policies Growing Trend with Life Settlement Transactions

Many seniors are purchasing replacement policies or other valuable financial products with Life Settlement proceeds.


American Bar Association Publishes Wharton Study on Life Settlements

Authors label industry as
"pro-competitive and
 pro-consumer."


Life Settlements in Mainstream Investment Banking Activities

A.M. Best issues "aa" rating to bond firm using Life Settlements as collateral


Growing Relationship Between Charitable Giving and Life Settlements

Projected $41 Trillion intergenerational wealth transfer to impact charitable giving; may create market for increase in Life Settlements.


Proposed Life Settlement Licensure Regulation a Positive Step

Proposed amendment to NAIC model regulations viewed as pro-consumer.


Review the Results of Our Recent Marketing Survey

80% of respondents say marketing support and sales training needed to sell more Life Settlements.


Latest Case Histories

Senior Slide Show

View ABA Article

CPA April Newsletter

First Quarter Newsletter

 

 

 

 

If this newsletter does not load properly in your in-box, click here or go to:  http://www.advancedsettlements.net/newsletters/Quarterly_Newsletters/April-May_2004_index.htm

 Trends We Are Seeing in the
Life Settlement Industry

Knowing that our associates and strategic partners are interested in expanding their knowledge of activities in the Life Settlement industry, we have chosen this issue of Life Settlement News to discuss what we believe are growing trends in the Life Settlement marketplace.

Subsequent to founding Advanced Settlements in 2000, we have successfully closed Life Settlements in excess of $1 billion in policy face value.  Recently, we expanded our network of funders -- bringing to 22 the total number of highly capitalized funding sources that will assist us in returning the highest possible offers for your clients' life insurance policies.

Considering the volume of our caseload, our track record of success with our funders, and the rapid corporate growth we have experienced, we believe we are in a unique position to observe and comment on trends that we are seeing in this growing industry. In short, we are seeing movement in the needle as it relates to:

(1) seniors are often purchasing replacement policies with the
     proceeds from a Life Settlement;

(2) an increasingly "pro-consumer" attitude toward
     Life Settlements;

(3) the incorporation of Life Settlements into mainstream
     investment banking activities;

(4) a growing connection between charitable giving
     and Life Settlements.

Please call us if you have any questions about the industry, or if you have a specific case file you would like to discuss with us.

 

Sincerely,

Scott Kirby,

Co-President

 

About Us:

Advanced Settlements, Inc. is a respected industry leader in the life settlement marketplace.  Through a network of 22 highly-capitalized funding institutions, the company obtains multiple offers on the secondary market in pursuit of the highest possible settlement for the senior policyholder.  Having transacted life settlements totaling more than $1 billion in policy face value, executives with the company have provided this powerful wealth management tool to high net worth seniors since the inception of the industry in 1998.  

 

Advanced Settlements, Inc.

2101 Park Center Dr., Suite 220

Orlando, FL  32835

1-800-561-4148

www.advancedsettlements.com

Not available in all states.

Click on the link to view our Privacy Policy:  http://www.advancedsettlements.net/privacy.html