- Simple concept to communicate to clients and professionals.
- Does not take a lot of time out of one’s normal business.
- Does not detract from one’s present business.
- Easy implementation – marketing, case submission and closing.
- Minimum time for profit return.
- Adds value to clients and professionals.
- Satisfied clients.
- Promoting professional image.
- Promoting excellence in service.
- Promoting credibility before Clients and Professionals.
- Referrals are easier to procure as compared to the traditional insurance product pitch.
- Increased billings.
- Referrals by the client.
- LifeCash® transactions are very lucrative in every sense, especially as the population continues to age.
TARGET MARKET
- Financial Planning Opportunities
- Changes as a result of Personal, Business and Estate Planning.
- Individual and Group Changes
- possible lapses and cancellations.
- Business Changes
- possible lapses and cancellations.
- Centers of influence
- other professionals e.g. Attorneys, CPA’s, Financial Planners. This is an excellent referral source especially when one does not have potential prospects in their own client database.
- Non Profit Entities
- Universities, Charities, Foundations etc.
- Financial Sector
- Trust Departments, Private Banking, Stockbrokers, Registered Investment Advisors.
- The key word is CHANGE
–
- where the original intent for getting the policy has changed and/or
- where the policy is no longer necessary nor wanted due to change in circumstances and/or
- where there is a change due to updating of a Financial Plan.
PARTIES TO THE TRANSACTION
- Seller - the Policyowner. Please review the Notice of Disclosure prior to selling any policy.
- Buyer – the Buyer becomes the Owner, Beneficiary and Premium Payer.
- Broker – the Mediator for marketing the concept and closing the sale.
CASE SUBMISSION
- Case Qualification Form – If you are not sure as to whether you have a case or not please complete the Case Qualification Form or download the Case Qualification file.
- Case Submission Forms – Please download the forms and forward to this office.
REGISTRATION & DOWNLOADS
- We would like to keep in touch with you and completing the Registration section helps us to do that.
- Free downloads - for up dated materials including Power Point presentations.
LEGAL & TAX INFORMATION – ON REQUEST ONLY email request
- Why Capital Gains Tax is applicable to Proceeds to the Policyowner.
- Why LifeCash® is NOT a Viatical Settlement.
- Why LifeCash® is NOT a Security.
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