Q. I have only been dealing with life insurance for 5 years. I don’t have many (or any) clients that fit this profile. Can I still engage in this market?
A. The best way to engage in this market is through professional advisors - who you educate:

• Attorneys
• Financial planners
• Trust Officers
• Accountants
• Brokers

By helping these professionals bring value to their older, high net worth clients, and splitting fees with them, if appropriate, you are creating a win-win-win scenario. Remember, the first person to bring this concept to a professional advisor is probably the one he will bring his business to.

Q. I know some professional advisors, but I hesitate to approach them about Life Settlements because of my lack of in-depth knowledge in this area. Can you help?
A. Absolutely! We welcome the opportunity to join you in a meeting with your contact in the professional advisor community. We can explain the history, regulations, application and potential client benefits. We will become fully engaged in helping you bring this solution to the market.

Q. Can you suggest some sales strategies?
A. Certainly. See our "Sales" section for a variety of Life Settlements sales strategies