The Life Settlement Selling System™ was designed for our network of Financial Advisors, Insurance Agents, Trust Officers, Lawyers and CPAs. It is an effective system to identify, qualify, present and secure Life Settlements.
This system provides seamless integration and excellent support to new and experienced advisors alike. Many years of life settlement experience and financial knowledge have been captured and incorporated into an easy to use structure and effective tools.
Insurance Strategies Group is making some of our most popular
tools available as a resource to aid our affiliates in their
practice. This is an example of some of the Value-Added
Services that we offer to our producer network. To learn
more about Insurance Strategies Group please call 1-800-978-4131
to speak with an account executive or view our website and
request more information.
Support Materials
|
Printable and Downloadable Items |
 |
Life
Settlement Qualifier - this downloadable
document quickly profiles and qualifies potential
cases. |
| |
|
 |
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.
|
| |
|
 |
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.
|
| |
|
 |
NAIC Brochure - this online brochure may be used during presentations and seminars.
|
| |
|
|
* 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.