Insurance Strategies Group, LLC


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Life Settlement Quote Forms
Printable and Downloadable Items
   

Standard Life Settlement Quote Form - this downloadable document allows you to easily complete and submit life settlement cases in all states except Florida and Texas.

   

NAIC Brochure - this online brochure may be used during presentations and seminars.

   

Life Settlement Qualifier - this downloadable document quickly profiles and qualifies potential cases.

   

ISG Agent Kit - this email ready, 9 page brochure provides agents and advisors with a life settlement overview, agent information sheet, case studies, Q & A section, Qualifier form, and information about ISG.

   

ISG Client Kit - this email ready, 8 page brochure provides clients with a life settlement overview, case studies, Q & A section, and information about ISG.

   

Client Approach Letter - this online document allows you to customize and print a client approach letter for possible life settlement candidates.

   

Life Insurance Valuation Proposal© - this online document allows you to customize and print the 9 page proposal for possible life settlement candidates.

   

Life Insurance Valuation Slide Show© - this online document allows you to customize and print the 34 page presentation often used for seminars with life settlement candidates. This file can be downloaded for A/V presentations.

   

Life Settlement Selling System Slide Show - this simple system will show you why and how to easily incorporate life settlements into your practice.

   

* The above material is not approved for use in any specific state.
It is the producer's responsibility to get approval for any material
in states that require approval.


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