Purpose
- WIN has been established solely to promote LifeCash®, and, without the distraction of retail and/or wholesale insurance business drawing on years of successful insurance experience from England and the USA.
- WIN's purpose is to market LifeCash® through a network of Agents both Individual and Corporate.
Function
- Master Agent - We have been appointed as the Master Agent for the USA by a US based Corporation who purchases life policies.
- Master Broker - We also have access to every major funder/provider who purchases policies in the USA thus bringing to you offers from the highest bidder for your Client's policies.
- WIN's Multi Buyer Advantage provides great opportunity to procure the best offer for policy owners, and, to procure an offer per se for harder cases.
- WIN has leveraging benefits with funder/providers due to multi case submissions.
Service and Support
- WIN provides full time field, marketing and administrative support for its agents.
- WIN is not involved with the two main issues raised by recent negative press:
- WIN does not deal with "Wet Ink" or "Wet Paper" transactions - insurable interest issue.
- WIN does not need or solicit "investors" including "private investors" - securities issue.
- WIN can implement systems to ensure that the highest offer is procured, these include:
- Independent Life Expectancy Studies that are used in negotiating offers.
- Product Design - Policy illustrations may not meet the expectation of the Purchaser/Funder, we have access to Product Design experts to help in this regard, e.g. Whole Life Policies where we want to see the Policy at zero cash value at a certain year but the carrier can not illustrate as per our requirements.
- Settlement Offer Model which is used to check the logic of an offer - does the offer make sense?
Goal
WIN's goal is to enhance and add value to the relationship between the Professional Advisor and the client with the result of increased referrals to the Professional Advisor and economic benefit to all parties in the transaction. Professional Advisors include: Agents, Brokers, Attorneys, CPA, Trust Officer, CFP, RIA etc.
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