We provide financial
advisors and
producers with the
most comprehensive
life settlement,
insurance, and
annuity strategies
found in the financial
industry today.
Life Settlements
As the originator of
the Life Insurance
Valuation Proposal
®
and first in the
industry to offer
customizable
marketing tools,we have led the market with life settlement
support material for our affiliates. ISG also maintains strong
partnerships with over 20 highly capitalized institutional funding
sources to ensure the highest possible offers for policies we
review.We provide exceptional service and follow up which
makes us the choice of top advisors and producers across the
nation.
Life Insurance/Annuities
Our experience in the senior insurance market allows us to offer
innovative insurance strategies for your affluent senior clients. ISG
offers outstanding service, competitive compensation and access
to quality carriers and products.
Synergy
We bring together the best of the life settlement market and the
life insurance market to create beneficial insurance strategies for
your clients.
What are the Advantages of Working with
Insurance Strategies Group, LLC ?
We provide a single source for all of your insurance and life
settlement needs. ISG will work for you to develop the proper
case strategy and perform the necessary underwriting and policy
valuation services.You will have more time to focus on your
clients and growing your business.
- Single source access
to the nations
largest insurance
carriers, most
advanced products,
and top
compensation
- Benefit from our
global network of
highly capitalized,
institutional funders
to ensure top life
settlement offers
- Full service agency
- Personalized case
management
- Advanced case
design
- Medical and
underwriting support
What are the Advantages of Life Settlements
for Advisors?
Incorporating Life Insurance Valuation services into your practice
can open up an entirely new revenue generating income stream
from existing clients and help you to attract new affluent seniors
with this innovative and beneficial concept.
- Demonstrate value to clients by introducing a funding tool to
purchase more appropriate financial products, such as
annuities, long term care policy, or a more beneficial life
insurance policy
- Quickly and easily incorporate Life Settlements into your
business and attract new affluent senior clients with
customizable marketing and support material.
- Help clients recover premiums from their initial investment
into the policy
- The writing agent retains any residuals from the original policy
- Receive Life Settlement commissions
- Create new capital for your clients
- Reduce lapse rates
What are the Advantages of Life Settlements for
the Policy Holder?
Armed with the knowledge of a policies fair market value many
more financial alternatives may be open to the policyholder
including:
- Reduce or eliminate future life insurance premiums on a new
policy
- Create more comfortable retirement years
- Fund new needed Annuities, Life Insurance, Long-Term Care or
Investments
- Fund a single premium Annuity/Life
- Fund the purchase of a needed survivorship policy
- Settle personal or business debts proactively
- Bestow cash gifts to family members or charities
- Maintain a lifestyle despite changes in finances or health
- Activate income from an inactive asset
- A more profitable alternative than surrender or lapse
and their business.
