Life Settlements for Financial Planners and CPAs.

Thursday, November 19, 2009

As a financial planner or CPA, you know better than anyone what your clients' financial needs are. With an ever-changing financial market, it is important keep your clients informed of the latest investment opportunities. A Life Settlement is a great way to improve upon an estate plan or to fund a charitable giving program. In the case of a charitable gift, your client could receive a substantially larger tax deduction when utilizing a Life Settlement.

Secondary Market For Life Insurance
In a Life Settlement transaction, your client will receive more than the cash surrender value for their policy. Your client may have a life insurance policy that they are considering surrendering or lapsing. The life settlement market provides a whole new perspective on the value of unwanted or unaffordable life insurance policies. Even term insurance policies that have no cash-surrender value can qualify for a Life Settlement.

What Are The Benefits To You?
* You receive commissions from the life settlement transaction
* You receive conversion commissions on converted term policies
* You receive renewal commissions on policies which are maintained based on future value
* You have the ability to earn new commissions on new products or policies sold to your client

To read more on how to become a more successful Life Settlement Provider: Click Here!