Life Settlement Resource Library

Information about life settlements for financial professionals and the clients they serve

Life Settlement Resource Library

Information about life settlements for financial professionals and the clients they serve

Resources for Financial Professionals

Resources to help financial advisors better understand the value of life settlements.

We also provide financial professionals with marketing materials they can use with their clients, including videos, infographics, case examples, and co-brandable assets. To access our Client Resources Library, please login. You will need to register to access these valuable assets.

Life Settlement Estimate Calculator

Visit our Life Settlement Estimate Calculator for financial professionals to see what your customers’ policies might be worth.

Get an Estimate Now

The Definitive Guide to Life Settlements for Financial Professionals. Includes:

  • Life Settlements Defined
  • Why Seniors Sell Their Life insurance Policies
  • Qualifications
  • Regulation
  • Tax Treatment
  • The Process
  • Resources
  • Glossary

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Life Settlement Case Examples

Six real examples of life settlement cases, including:

  • Universal Life
  • Survivorship UL
  • 20-Year Term Life
  • Jumbo UL ($57M)
  • Healthy insured with UL (no medical underwriting)
  • Healthy insureds with SUL (no medical underwriting)

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Client Resources

Resources financial professionals can provide to their clients who might benefit from the value a life settlement provides.

Visit the Client Resources Library

 

Have questions? Looking for additional resources? Want to submit a case for appraisal?

Let us know, we’re here to help.

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