Agents and financial professionals who are motivated to improve their
knowledge about life settlements have an opportunity to learn from
one of the industry's most experienced professionals. Scott Kirby,
co-president of Advanced Settlements, will share his knowledge about
the industry's growth and discuss best practices in handling life
settlement transactions.
Register for Seminar.
Insurance agents now have access to our application forms and
marketing tools through the iPipeline electronic distribution
network. iPipeline provides insurance companies and distributors
with point of sale tools enabling producers to market, sell and
transact insurance faster.
Read article.
Advanced Settlements, Inc. opened its doors in December 2000 with
fewer than five employees and has grown to nearly 50 employees today.
Since the company's inception, we have processed numerous life
settlement transactions totaling more than $2 billion in policy face
value. In the 12-month period ending December 2005, life settlement
offers generated by Advanced Settlements provided seniors with $127
million in excess of their policies' cash surrender values.
Agents and financial planners working with affluent seniors are
incorporating premium financing options within their life insurance
solutions for clients seeking additional insurance coverage. Our
"Premium Optimization Plan" helps simplify the process for agents
while providing affluent seniors with premium financing solutions to
meet their insurability objectives.
Read article.
The February 20 issue of National Underwriter, which highlighted the
insurance needs of women, carried an article we authored regarding
the application of life settlements for senior women. Our article
focused on the fact that changes in family dynamics, such as the
death of a spouse or a divorce, can present a new set of challenges
for senior women -- especially as it relates to decisions regarding
in-force life insurance policies owned by either spouse.
Read article.
In January 2006, Conning Research & Consulting, Inc. released its new
study entitled: "Life Settlements - The Concept Catches On." The
study surveys the current characteristics of the industry; discusses
drivers and inhibitors to growth; reports on the life insurance
industry's reaction; evaluates insurable interest issues; and
provides an industry outlook.
Read article.
Over the past year we have witnessed a more collaborative or
interdisciplinary approach to life settlements as CPAs, estate
planning attorneys, financial planners and agents incorporate life
settlements within their practice management for high net worth
seniors. Working together as a team for the benefit of the senior
client is always an effective strategy that supports the win-win
value proposition for both the senior and the senior's team of
advisors. Read our article published in the January 3, 2006 issue of
CPA Insider summarizing the state of the industry and how CPAs are
becoming more involved.
Go to CPA Insider article.
ABOUT US: Advanced Settlements, Inc. is an industry leader in the life settlement marketplace and works with more than 20 institutional funders to obtain the highest possible offer for each client's policy. The company has transacted more than $2 billion in policy face value, and is a licensed broker or producer in all states where regulated, except Montana.
AT LEFT: Co-Presidents Kirby, McNealy and Ganovsky.
Members and providing representation on the Board of the Life Insurance Settlement Association.
News from Advanced Settlements
2101 Park Center Drive
Suite 220
Orlando, Florida 32835
407 296-7373 www.advancedsettlements.com
Insurance agents now have access to our application forms and
marketing tools through the iPipeline electronic distribution
network. iPipeline provides insurance companies and distributors
with point of sale tools enabling producers to market, sell and
transact insurance faster.
Advanced Settlements, Inc. opened its doors in December 2000 with
fewer than five employees and has grown to nearly 50 employees today.
Since the company's inception, we have processed numerous life
settlement transactions totaling more than $2 billion in policy face
value. In the 12-month period ending December 2005, life settlement
offers generated by Advanced Settlements provided seniors with $127
million in excess of their policies' cash surrender values.
Agents and financial planners working with affluent seniors are
incorporating premium financing options within their life insurance
solutions for clients seeking additional insurance coverage. Our
"Premium Optimization Plan" helps simplify the process for agents
while providing affluent seniors with premium financing solutions to
meet their insurability objectives.
The February 20 issue of National Underwriter, which highlighted the
insurance needs of women, carried an article we authored regarding
the application of life settlements for senior women. Our article
focused on the fact that changes in family dynamics, such as the
death of a spouse or a divorce, can present a new set of challenges
for senior women -- especially as it relates to decisions regarding
in-force life insurance policies owned by either spouse.
