| Insurance Appraisal invites insurance agents and financial professionals to utilize this free service of calculating the estimated market value of your clients’ life insurance policies. Just as it is important to determine the estimated market value of your clients’ life insurance policy, it is equally important to enlist the service of a Qualified Life Settlement Broker when your client decides to sell your policy. |
A Qualified Life Settlement Broker will:
- Align with your fiduciary responsibility of obtaining the best possible offers for your client
- Continually complete due diligence on the institutional buyers before submitting your client’s policy information and the insured’s medical information to these entities
- Submit your client’s policy(ies) to multiple institutional funding sources thereby creating a competitive bidding environment to generate the highest offer price
- Meet all required state licensing requirements
- Cover you with their life settlement E&O policy
- Provide Licensing guidance to you if required in the policy owners state of domicile
- Provide you with "state approved" life settlement applications and privacy releases
- Ensure that a 3rd party escrow is used if the policy is sold
- Pay for all expenses relating to processing your client’s case including paying for the retrieval of each set of the insured’s medical records, any insurance illustration costs or any other related expenses
- Have their legal team review the sales documents of each eligible buyer to ensure the sales contracts do not allow the buyer to solicit ongoing financial services to your client following the sale of their policy
- Have extensive life settlement experience, having processed billions in face amount of policies
- Support you and your client though every step of the life settlement process from submitting the application to managing the sales contract process when your client accepts the highest buyer’s offer
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| By entering your information below, Insurance Appraisal will introduce you to a Qualified Life Settlement Broker licensed in your state who has met all of the aforementioned criteria |
Insurance Appraisal
Toll Free: (888) 123-4569
Local Phone: (888) 123-4567
Fax: (888) 123-4567
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