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

An existence settlement is a financial transaction in which a senior citizen policy owner of an unneeded, underperforming, or unwanted life insurance policy sells the policy to some third party, as opposed to surrendering or lapsing it  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 are starting to market life settlements with their current client base also to potential clients. The most current effective methods 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 the life span settlement  parameters.

An existence settlement broker can 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 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 may quickly  determine if funds would be available for that specific individual.

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