Saturday, July 04, 2009

Living Longer
Life Settlements can be a part of an individual's or estate's financial strategy to manage the increased costs associated with active senior living or changing economic circumstances.
Find out how we can help you or your clients -To achieve their goals at FortuneSettlements.com
 
Fortune Settlements
Is a life settlement broker and technology pioneer in the life insurance settlement market. Fortune Settlements has access to a network of funding sources including: life settlement providers and licensed institutional sources. Our unique process will ensure that every life settlement case we handle will receive the maximum cash value.
 
 
Value, Honesty & Integrity
Our mission is to provide the highest value, honesty and integrity to our clients. 
Fortune Settlements works with:
 
Individuals Brokers Insurance Agencies CPAs Attorneys Trusts  Charities
More for Agents & Brokers. . .  More for Attorneys & CPAs. . .  Applications & Forms. . .
 
Fortune Settlements Provides
  • Sales & Marketing Support 
  • Swift & Efficient transaction completion
  • Life Settlement Training & Education
  • Strategic Leadership
  • Transactional Escrow Account Services
  • Experienced Team
  • Compliance
  • Dedicated Customer Service
  • Advanced Technology Services
 

Life Settlements Defined
The sale of a life insurance policy to an investor for a cash value which exceeds the cash surrender value, while being less than the face amount. Policy ownership is changed and the investor assumes premium payments until the face amount is achieved. 

 
Polices That Qualify
Universal Life Whole Life Term (Certain Forms) 
Variable Life  Joint Survivorship policies
Insured is Typically 65 or older
Face amounts between $250,000 - $85,000,000
 
 
 

FortuneSettlements.com ● 800.724.2242 ● Fax 516.479.2215

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