ഉപയോക്താവ്:MavisMcnair870

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.

An existence settlement is a financial transaction in which a senior citizen policy who owns 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 policy seller receives immediate cash for your policy from the purchaser.

settlements perth - Agents and financial planners are beginning to market life settlements to their current client base and also to potential clients. The most current effective methods of marketing life settlements are one-on-one presentations, seminars, and client newsletters. We are seeing success with direct mailing either a client base or demographic base fitting the life settlement parameters.

Your life settlement broker will help life settlement agents with marketing material, educational material, and evaluation material. Getting the correct knowledge about the life settlement product and material is very important for any financial planner or agent meeting with a client or potential client. Each life settlement case is checked out differently, the biggest factors are the age of the insured, health of insured, policy size, premium amount, and current cash value (if any). Most life settlement brokers can provide simple qualification or evaluation forms that will quickly determine if funds 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 realize the concept or possess the right education about life settlements. It is necessary for these professionals to take the time to learn about life settlements to ensure that in return they can relay these details to their clients. Many policy owners don't realize that there could be a cash settlement readily available for a life insurance policy they are going to surrender or lapse. Insurance agents and financial professionals need to take the correct marketing and education steps to succeed in those clients in need of assistance. A life settlement can make added financial benefits for both the client and the financial professional.