SamonsRabinowitz956

De Wikis en Educación

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última version al 15:19 23 abr 2012

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

Your life settlement is a financial transaction when a senior citizen policy who owns an unneeded, underperforming, or unwanted life insurance coverage sells the policy to some third party, as opposed to surrendering or lapsing it back 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 for their current client base also to potential clients. The most current effective types of marketing life settlements are one-on-one presentations, seminars, and client newsletters. There has also been success with direct mailing either a client base or demographic base fitting living settlement parameters.

A life settlement broker will help life settlement agents with marketing material, educational material, and evaluation material. Getting the correct knowledge about the life span settlement product and material is very 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 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 may quickly determine if funds would be available for that specific individual.

settlement agency perth - Life settlements remain a new concept for most agents and financial professionals. Many still do not understand the concept or hold the right education about life settlements. It's important for these professionals to accept time to learn about life settlements to ensure that in return they can relay these records to their clients. Many policy owners don't realize that there could be a cash settlement 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 achieve those clients short of funds. A life settlement can cause added financial benefits for the client and the financial professional.