Life Settlements

Never exchange a client's policy or let it lapse without knowing its fair market value! The typical life settlement client is a person over age 70 who no longer requires the death benefit of an insurance policy. A life settlement can offer them new options.

LifeStar Financial Network is proud to introduce a new Insurance Valuation Service^SM which is designed to make it easier for advisors to identify, qualify and sell life settlements.

Advisors across the country are excited about incorporating life settlements into their practices. However, many agents are having trouble getting started. The most common concerns we hear are:

• Which clients and policies should I focus on?
• How much is my client's policy worth?
• What do I tell my client about life settlements?
• How much can I earn on this transaction?

One Easy Step for You! Our Insurance Valuation Service^SM is a straightforward tool, designed to answer these important questions for you.

Within 48 hours, you will receive a report summarizing the potential market value
and marketability of every policy you submit. This colorful and informative report will
show you:

• Which policies are likely to sell
• How much your client could receive for selling his policy
• How much commission you might earn

Armed with this detailed knowledge of your clients' policy values,
you are now better prepared to identify potential life settlement candidates.

For clients who may be interested in learning more information, we will create a customized client-ready “Insurance Valuation Report.” This 4-page report details the parameters of your client's policy and its potential value. In addition, the report describes the secondary market and explains the process for completing a life settlement transaction. This report is produced with your name and contact information, and is a ready-to-present report for you to use in client meetings. Click Here to view a sample Valuation Report.

The Insurance Valuation Service is the key to opening up the possibilities in your existing book of business. Any time a client no longer needs his policy, you now have an alternative that is significantly better than cash surrender, lapse or 1035 exchange.