Training Video
This is a must see for any advisor seeking an
education in life settlements It features
essential, concise and objective information on
the fundamentals of life insurance settlement, including important
disclosures.
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Managing the Life Asset with a Life
Settlement
This four-page brochure is an informative and concise overview of a Senior Life
Insurance Settlement. Perfect for client presentations.
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Presenting a Senior Life Insurance
Settlement (for Advisors)
Tool created to assist advisors in prospecting and
qualifying potential life settlement candidates
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What you need to know
This valuable document contains important disclosures
that all clients should be aware of before proceeding with a life
settlement
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AIM Life Settlement application
w/overview
A general application for a life settlement. It also contains
an overview to assist you or your clients in filling it out
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NAIC Life Settlement Brochure
The National Association of Insurance Commissioners
recommends this brochure for educating clients on life settlements.
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Life Settlement taxation
How are life settlements taxed? While we cannot provide
tax advise, this document provides the most common consensus the
taxation of life insurance settlements.
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2 series promotion
This 2 part promotion piece can be introduced as a print
ad or mailer. It is effective at identifying life settlement candidates.
The first marketing piece entices the reader to request the second piece, whereby
giving you important contact information. It has worked well especially
in targeted marketing efforts, such as
local senior publications.
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Download #1
Download #2 |
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Advertisement
Looking to build a life settlement clientele via print
advertising. Here is a fractional ad that will effectively spread the
message
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AIM Life Settlement Survey Results
Here are the results of our 2007 Life Settlement Survey.
Very important information relative to the state of the life settlement
industry.
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