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:
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.
- Commission on the sale of the existing policy
- Renewal commissions continued
- Possibility to write new coverage (i.e.: LTC, Annuities..)
- Commission on the conversion of a term policy
- Referrals to other agents or agencies
- 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.