First_Quarter_Newsletter

In This Issue

• The benefits of being one
of our Strategic Partners.

• The funding process -
how it works.

• A summary of our latest
case studies.

We'll see you at Producers Expo -- April 1-3.
Stop by Booth #411 and
enter to win a FREE golf
bag.

Agents / Producers
Do-Not-Call Lists.

CAN-SPAM Act.

FCC rules governing FAX
transmissions.

IMSA surveys consumers
about life insurance.
Could the same apply to
Life Settlements?

Brokers / Registered Reps
NASD Suitability Rule.

CPAs
CPAs and Life Settlements.

CPAs can expand from tax
advisor into financial
services counselor.

CPA Newsletter.

Attorneys / Estate Planners

PA Law Weekly: "A life
settlement .. must be
considered for clients."

The Prudent Investor Act:
What it could mean in terms
of Life Settlements.

Compliance - The latest news from our Compliance Director.

Contact us:

Advanced Settlements, Inc.

2101 Park Center Dr., Suite 220

Orlando, FL 32835

1-800-561-4148

www.advancedsettlements.com

Not available in all states.

(Note: If this newsletter and photos do not load properly in your e-mail program, click on this link which will take you to the web version. Or -- if the survey form boxes and submit button below do not respond, click on this link.)

A Message From...
Sean McNealy, Co-President

In this inaugural issue of Life Settlement News, we bring our readers information that is timely and useful. Because we work with a broad category of professionals -- agents, brokers, CPAs, attorneys, financial planners/advisors, etc. -- we strive to provide each group with content that will enhance their efforts to serve senior clients seeking the liquidity and financial empowerment provided by Life Settlements.

We anticipate the year 2004 to be one of the most successful in the Life Settlement marketplace, and our team of Life Settlement specialists, compliance and marketing staff look forward to assisting you in experiencing the opportunities in this exciting and rapidly growing industry.

We will be publishing Life Settlement News on a quarterly basis -- so look for our next one in April! In the meantime, if you have a case you would like to discuss with us, call us at 1-800-561-4148. We'll give you a free policy analysis.

Your input counts. Please complete our short poll.

At Advanced Settlements, our core competency is "Life Settlements." However, our hallmark as a leader in the Life Settlement industry is our willingness and capability to support our associates in building their Life Settlement practice. Take a moment to tell us how we can better serve your needs by completing our short survey.

Simply check the boxes that apply and then enter SUBMIT.

(To return to the newsletter after reviewing the polling results, exit out of the polling results window.)

Promoting Life Settlements

Which of the following would enhance your ability to conduct Life Settlement transactions. Check all that apply:



Sales training / seminar coaching.



More publicity / media coverage about Life Settlements.



Case studies that clients can readily identify with.



Compliance assistance re: licensing laws.



Marketing support ( ads / flyers / slide shows, etc.)

Do you expect to use more direct mail in reaching your audience because of new laws / regulations pertaining to Do-Not-Call lists and new FAX and e-mail restrictions?



Yes



No

Do you believe seminars are a successful tool in marketing Life Settlements?



Yes



No

In order to better serve you, please tell us whether you found the information in our newsletter helpful.



Yes



No

Show results

Click on the link to view our Privacy Policy:

http://www.advancedsettlements.net/privacy.html