Life Settlement Agents Littleton CO
A life 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 a third party, as opposed to surrendering or lapsing it back to the life insurance company. The senior citizen policy seller receives immediate cash for the policy from the purchaser.
M. Shannon Lunsford
Lunsford Financial Planning, Inc.
303-666-6442
Lunsford Financial Planning, Inc.
303-666-6442
2 West Dry Creek Circle
Littleton, CO
Littleton, CO
Paul Staib
Staib Financial Planning, LLC
(303) 346-5336
Staib Financial Planning, LLC
(303) 346-5336
10082 S. Fairgate Way
Highlands Ranch, CO
Highlands Ranch, CO
Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
Gold Medal Waters, Inc.
(720) 887-1299
9233 Park Meadows Drive
Lone Tree, CO
Lone Tree, CO
Paul Staib
Staib Financial Planning, LLC
303/346-5336
Staib Financial Planning, LLC
303/346-5336
9233 Park Meadows Drive
Lone Tree, CO
Lone Tree, CO
Joseph Janiczek
Janiczek & Company, Ltd.
(303) 339-4460
Janiczek & Company, Ltd.
(303) 339-4460
8400 East Crescent Parkway, Suite 160
Greenwood Village, CO
Greenwood Village, CO
Paul Staib
Staib Financial Planning, LLC
303/346-5336
Staib Financial Planning, LLC
303/346-5336
2 West Dry Creek Circle
Littleton, CO
Littleton, CO
Geoffrey Rink
Rink Financial Planning, LLC
(303) 532-5959
Rink Financial Planning, LLC
(303) 532-5959
9233 Park Meadows Drive
Lone Tree, CO
Lone Tree, CO
Ross Schmidt
Aspen Wealth Planners LLC
(303) 789-5281
Aspen Wealth Planners LLC
(303) 789-5281
5445 DTC Parkway, Penthouse Four
Greenwood Village, CO
Greenwood Village, CO
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Life Settlement Agents
Life settlements also known as life insurance settlements, senior settlements, or senior life settlements have quickly become an important tool for insurance agents, financial planners, estate planners, elder law attorneys, and other financial related professionals.
A life 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 a third party, as opposed to surrendering or lapsing it back to the life insurance company. The senior citizen policy seller receives immediate cash for the policy from the purchaser.
Agents and financial planners are beginning to market life settlements to their current client base and to potential clients. The most current effective methods 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 the life settlement parameters.
A life settlement broker can assist life settlement agents with marketing material, educational material, and evaluation material. Having the correct knowledge about the life settlement product and material is important for any financial planner or agent meeting with 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 will quickly determine if a settlement would be available for that specific individual.
Life settlements are still a new concept for most agents and financial professionals. Many still do not understand the concept or have the right education about life settlements. It is important for these professionals to take the time to learn about life settlements so that in return they can relay this information to their clients. Many policy owners do not 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 need to 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.
A life 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 a third party, as opposed to surrendering or lapsing it back to the life insurance company. The senior citizen policy seller receives immediate cash for the policy from the purchaser.
Agents and financial planners are beginning to market life settlements to their current client base and to potential clients. The most current effective methods 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 the life settlement parameters.
A life settlement broker can assist life settlement agents with marketing material, educational material, and evaluation material. Having the correct knowledge about the life settlement product and material is important for any financial planner or agent meeting with 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 will quickly determine if a settlement would be available for that specific individual.
Life settlements are still a new concept for most agents and financial professionals. Many still do not understand the concept or have the right education about life settlements. It is important for these professionals to take the time to learn about life settlements so that in return they can relay this information to their clients. Many policy owners do not 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 need to 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.
About the Author:
| Grant Shellhammer Life Settlement Pro http://www.LifeSettlementPro.com 1-888-973-8377 Life Settlement Pro is a Life Settlement Broker and provides detailed information about life insurance settlements, life settlements, senior life settlements, Life Settlement Company and more. LifeSettlementPro.com offers free Life Settlement Evaluations. |
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