HelfrichCowles768

出典: くみこみックス

settlement agent perth - Life settlements also called life insurance settlements, senior settlements, or senior life settlements have become an important tool for insurance agents, financial planners, estate planners, elder law attorneys, along with other financial related professionals.

A life settlement is a financial transaction where a senior citizen policy owner of an unneeded, underperforming, or unwanted life insurance plan sells the policy to some third party, as opposed to surrendering or lapsing it returning to the life insurance company. The senior citizen policy seller receives immediate cash for your policy from the purchaser.

settlements perth - Agents and financial planners start to market life settlements with their current client base and also to potential clients. The most current effective types of marketing life settlements are one-on-one presentations, seminars, and client newsletters. There has been success with direct mailing whether client base or demographic base fitting living settlement parameters.

Your life settlement broker can assist life settlement agents with marketing material, educational material, and evaluation material. Having the correct knowledge about living settlement product and material is important for any financial planner or agent ending up in a client or potential client. Each life settlement case is looked at differently, the biggest factors will be the age of the insured, health of insured, policy size, premium amount, and current cash value (if any). Most life settlement brokers can offer simple qualification or evaluation forms that will quickly determine if a settlement would be available for that specific individual.

settlement agency perth - Life settlements are still a new concept for many agents and financial professionals. Many still don't understand the concept or hold the right education about life settlements. It is necessary for these professionals to accept time to learn about life settlements so that in return they can relay this information to their clients. Many policy owners don't understand that there could be a cash settlement available for a life insurance policy that they are going to surrender or lapse. Insurance agents and financial professionals must take the correct marketing and education steps to reach those clients in need. A life settlement can create added financial benefits for both the client and the financial professional.