BolingerBland44

Aus Wikipedia zur Industriegeschichte Dorsten

Wechseln zu: Navigation, Suche

settlement agent perth - Life settlements also referred to 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, and other financial related professionals.

An existence settlement is a financial transaction when a senior citizen policy who owns an unneeded, underperforming, or unwanted life insurance plan sells the policy with a third party, as opposed to surrendering or lapsing it returning to the life insurance company. The senior citizen policy seller receives immediate cash for the policy from the purchaser.

settlements perth - Agents and financial planners start 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. We are seeing success with direct mailing the client base or demographic base fitting living settlement parameters.

A life settlement broker can help life settlement agents with marketing material, educational material, and evaluation material. Obtaining the correct knowledge about living settlement product and material is very important for any financial planner or agent meeting with a client or potential client. Each life settlement case is checked out 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 provides simple qualification or evaluation forms that may quickly determine if money would be available for that specific individual.

settlement agency perth - Life settlements remain a new concept for many agents and financial professionals. Many still don't realize the concept or possess the right education about life settlements. It is important for these professionals to accept time to learn about life settlements so that in return they can relay these details to their clients. Many policy owners do not understand that there could be a cash settlement designed 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.

Persönliche Werkzeuge