Understanding Life Settlements

“In closing, I wanted to thank you very much for all your help along the way. You’ve been a real gentleman, and certainly very efficient. And I want to thank you. I have, through the years, spoken to many legal departments and insurance agents, and you really made a rather complicated matter easy, and I do thank you for that.”

“I think ultimately everyone involved is pleased with the outcome. Learned a lot in pursuing the life settlement arrangement…I want to thank you for being a wonderful guide throughout this process. Enjoyed getting to know you, and will call again next time we come across a similar situation.”

“I believe that you have been persistent enough to stay in touch, and send me information in the mail and things like that to keep me informed…that goes a long way.”

“Your policy of letting me set my own commission has been perfectly suited for my agency. It allows me to accomplish both of my goals simultaneously; meeting my clients needs and increasing my own income. Our last two deals are perfectly inverse examples. As you know, I didn’t take a large commission on the Hill Life Settlement, but I won big time by putting him into a new policy and a single premium annuity. Then again, the Lombardi case was the other end of the spectrum, since he was using the proceeds for something outside my office, I was able to take the commission I needed, and once again everybody was happy. Thanks again for making my life easier.”