Professional Advisors

LIFECASH® - PROFESSIONAL BENEFITS

  • 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.