Whether you are an Eldercare Professional involved with:

• Eldercare Planning;
• Long-term Care Insurance;
• Senior Residential Communities;
• Assisted Living Facilities;
• Continuing Care Facilities;
• Nursing Homes, or
• Home Health Agencies,
your clients will benefit from your knowledge and advice in your recommending a Life Settlement.

Funding For The Future
Our population is aging and life expectancies are increasing. Seniors today need competent financial planning to see their way through their retirement years. A Life Settlement can make a difference in their lives by giving them the cash they need to pay for housing and health care.

Now you can advise your clients to sell a policy in a Life Settlement transaction that could net your client substantially more than cash surrender value calculated by the insurance company. There is no longer a need to cash in a life insurance policy for cash surrender value or let a term policy lapse. Now your clients can sell their policies to a third party (not the insurance company).

Advise your clients about a Life Settlement today! Have them call Settlements For Life! Our toll free number is 877.588.5558.

How Do You Benefit From Advising Your Clients About Life Settlements?

• You inform seniors about the process and help them produce cash necessary to buy your properties or services.
• Your institution can solicit donations of or payment for services with life insurance policies. Once in hand, the institution can sell the policy in a Life Settlement transaction and receive immediate cash for the institution's use.

Which Clients Qualify For A Life Settlement?

If you have a client who:
• at least 65 years old,
• has a life insurance policy (all types, including term) of $250,000 or more,
• and has had a change in health since the policy was issued,
• your client might qualify for a Life Settlement. A Life Settlement can produce substantial cash from a life insurance policy that is no longer needed or wanted.

Why Would Your Client Sell A Life Insurance Policy?

• Your client needs cash!
• Cash flow is tight and monthly premium payments are too high.
• Cash is needed for medical care.
• Cash is needed for assisted living or a nursing home.
• Cash is needed to purchase long-term care insurance.
• Cash is needed to fund your client's retirement.

Start a campaign to have policies donated to your tax exempt institution now! Larger Tax Deduction – More Cash For Your Institution

Benefit to the Donor:

• Get a substantially larger charitable deduction over and above cash surrender value for gifting a life policy to a charity;
• Tax deduction for sales vs. cash surrender value;
• Convert a generally worthless asset, such as a policy that will soon lapse or be surrendered, into an asset of significant value;
• Provide funds for charitable giving;
• Relieve the individual or organization of further premium obligations;
• Provide individuals with philanthropic options;

Benefit to the Charity:

• Generate cash to bolster endowment funds,
• Create cash for capital projects,
• Receive donations from those who would not otherwise give,
• New planned gift strategy to donors,
• Pay no more premiums on donated policies.

There are many other applications as well. Give us a call at 877.588.5558 or email us for more information.