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spacer We realize our clients have many trusted intermediaries from insurance agents to attorneys, to financial planners. We invite you, the trusted intermediary, to learn more about our services and how we can compensate you for your referrals.

Senior Settlements represent not only a tremendous profit opportunity, but also a new tool that effectively treats some financial and insurance issues not addressed through traditional methods. In many cases, a Senior Settlement often leads to a series of commissions: the sale of a replacement policy, the placement of annuities, maintenance of high residual ratios, etc

Review the financial and insurance picture of all your clients over the age of 70:
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spacer Do they need their current coverage?
spacer Are they affected by the estate tax reductions?
spacer Should their coverage be replaced?
spacer Has their health deteriorated since purchasing their life insurance?
spacer Do they need to reduce their current premium obligation?
spacer Do they wish to cancel their current coverage?
spacer Do they need as much life insurance as they currently own?
spacer Do they need more life insurance coverage than they currently own?
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If the answer to any of these questions is “yes”, let us show you how a Senior Settlement can be benefit you.
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