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In This Issue
(To view articles below,
A CPA Talks About Client Responsibility and Life Settlements
Policy Review: Using Wealth Management and Life Settlements: Mapping Your Life Settlement Strategy Advanced Settlements Conducts Due Diligence Review of Funding Institutions Advanced Settlements Exceeds $1.1 billion in Life Settlement Transactions Knowledge Center:
Other Resources: Slide Show for Financial Professionals CPAs: View our library of "CPA Insider" Articles
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The Value of Case
Summaries:
"Selling
Through Storytelling"
Marketing research tells us that the use of storytelling (case studies and success stories) are effective sales tools. Whether you are communicating the value of Life Settlements to a high net worth senior, or to a CPA in your professional network, it is important to keep in mind that the human brain is designed to process stories more readily than new concepts or complex data.
So, in order to assist our partners and producers in demonstrating the value of Life Settlements to prospective clients -- or to those within their referral network -- we have chosen this issue of Life Settlement News to spotlight recent case summaries submitted by a number of our top account executives. We hope the case applications below will trigger ideas and assist you in identifying Life Settlement opportunities to address your clients' financial objectives.
Members of Our Team ~ Spotlighting Case Studies
Life Settlement used for replacement coverage
Brian Hurley: Charitable organization sells donated policy
Scott Thomas: Life Settlement funds new policy for wife
Francis Vela:
About Us: Advanced Settlements, Inc. is a respected industry leader in the life settlement marketplace. Through a network of approximately 15 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.
Members and providing representation on the Board of The Viatical and Life Settlement Association of America
This newsletter is intended for insurance and financial services professionals only. Advanced Settlements is a licensed broker or producer in all states where life settlements are regulated, except Kentucky and Montana. 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 Settlements, Inc. 2101 Park Center Dr., Suite 220 Orlando, FL 32835 1-800-561-4148 Click on the link to view our Privacy Policy: http://www.advancedsettlements.net/privacy.html This newsletter is intended for insurance and financial services professionals only. Advanced Settlements is a licensed broker or producer in all states where life settlements are regulated, except Kentucky and Montana. 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. |
Jeff
Hallman:
