In
This Issue
(To view articles below,
click on the headline.)
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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, Oklahoma 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.
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Reflecting
on 2004
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As
2004 comes to a close, we would like to wish our associates
a prosperous New Year, and also share our reflections on the
activities of the past year.
A number of marketplace trends and
industry milestones occurred in 2004 that have helped to
elevate awareness of Life Settlements as a new wealth management
tool for high net worth seniors seeking an exit strategy
from unwanted life insurance policies.
But
at the end of the day, growth in the Life Settlement marketplace,
as with any product or service, has been driven simply
by consumer demand. We are gratified by the knowledge that
Life Settlements are providing many seniors with a liquidity
option during their Golden Years, and we want to thank all
of our associates, producers and funders for making this one
of the most successful years in the industry. |
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For more than four years, Advanced Settlements,
Inc. has been providing insurance and financial professionals
throughout the country with life settlement offers that are among
the most competitive in the industry. Recently, we underwent
a corporate expansion to accommodate for the rapid growth in
case transactions. Our growth and success can be partially attributed
to our strong relationships with highly-capitalized funding institutions,
as well as to the hundreds of motivated producers who are committed
to obtaining the fair economic value for their clients’ life
insurance policies. But perhaps most importantly, we attribute
our progress in 2004 to a group of highly dedicated individuals
who have made it all possible – the 36 employees of Advanced
Settlements, Inc.
Scott
Kirby, Sean McNealy, and Matt Ganovsky:
Co-Presidents
of Advanced Settlements, Inc.
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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 $1.4 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
Advanced Settlements,
Inc.
2101 Park Center Dr., Suite 220
Orlando, FL 32835
1-800-561-4148
www.advancedsettlements.com
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