Senior clients often discuss life settlement transactions with their financial advisors instead of conducting the transaction on their own, since their advisors are usually much more familiar with this non-mainstream financial product. Now is the time to offer your clients the powerful option of a Life Settlement. Trinity Financial Services, LLC currently works with and pursues relationships with:

• Insurance Brokers and Agents
• Accountants/CPAs
• Attorneys (especially Elder Law Attorneys)
• Financial Planners/CFPs/ChFCs/CFCs
• Estate Planners/CEPs
• Certified Senior Advisors/CSAs
• Charitable Trust Officers

Life Settlements Offer New Flexibility in Estate and Financial Planning

The sale of an expendable Life Insurance Policy creates up to six (6) additional sources of revenue.

1. Commission on the sale of the existing policy
2. Renewal commissions continued
3. Possibility to write new coverage (i.e.: LTC, Annuities..)
4. Commission on the conversion of a term policy
5. Referrals to other agents or agencies
6. Help your clients invest the settlement proceeds in other wealth accumulated products

To start offering Life Settlements to your client today, fill out the below form.

A representative will be contacting you to walk you through the process, provide support and marketing material, and to answer any questions.