America's best Life and Viatical Settlement Brokers with 20 years of experience getting the biggest payouts for our clients. During these consults, a life settlement broker will help determine the best path forward, even if that path does not financially benefit the brokers or does not include a life settlement at all.

Fiduciaries should follow these best practices to ensure clients get the maximum value out of their policies: Engage the services of an independent life settlement broker if the client wants to sell his or her policy so that the client has a legal fiduciary protecting his or her best interests in the life settlement process. Senior life settlements describe a sales transaction between a life insurance policy owner and an investor. Harbor Life will be compensated for life settlement transactions that originate on www.harborlifesettlements.com. Be sure to ask your state insurance commissioner whether the life settlement company or broker you are dealing with is properly licensed—and whether either has a record of complaints. Friday,July 17, 2020.

Choosing a life settlement broker can be difficult with so many options available. Life Settlement Brokers Worth Considering. Defining a life settlement; Benefits to your clients; Key reasons clients may need to sell a policy; Candidates; Policy Value; Helping Clients.

Life settlement brokers should disclose all fees in the transaction before they occur, keeping sellers informed of all expenses to be incurred along the way. A settlement company, on the other hand, is more likely to devalue your policy and offer an amount …

Amrita Financial’s stated goal is to be recognized as the undeniable best choice to help seniors and their advisors sell an existing life insurance policy. Life settlement best practices for fiduciaries.

America's best Life and Viatical Settlement Brokers with 20 years of experience getting the biggest payouts for our clients. In 2018, we led the entire industry in overall settlement value with $132 million paid to clients, and purchased more than $600 million in policy face values, priced more than 3,000 policies, and saw a 77 percent increase in policies purchased over the prior year. Life settlement brokers are state licensed professionals who represent life insurance policyholders in the life settlement process and negotiate on their behalf with life settlement providers. It is a philosophy that governs how we work, how we converse, and how we conduct ourselves every day. This way you can focus more time on getting the most out of your policy and less on wasting hours of your time weeding through all the companies claiming to be the best. Harbor Life will refer qualified policy owners to one or several licensed life settlement brokers or providers. A Life Settlement Broker is a legally obligated, fiduciary who must act in the best interest of the client (ie: Policyowner) not the Investors.
For more than 20 years, the Life Insurance Settlement Association (LISA) has been the voice of the life settlement industry. Search. Most life settlement companies purchase the policy themselves and try to offer as little as possible.
(888) 247-3659, M-F 8:30am-8:30pm EST Sell a Policy As a life settlement company, Harbor Life Settlements works exclusively with Suncrest Benefits as its broker partner.