ESTATE PLANNERS

The life settlement industry is providing estate planners with an additional tool to serve their high net worth senior clients.
Estate planners develop strategies to ensure that assets are transferred in accordance with the wishes of their clients. When considering a life settlement transaction, it is most important to determine how the proceeds from a Life Settlement would help the client provide more effectively for the distribution of their estate. There are also other issues, such as:

• Ensuring that a family business stays in the family
• Ensuring that each beneficiary’s specific needs are met
• The client’s wishes regarding charitable giving
• The current necessity of a life insurance policy to the client

Due Diligence

AFC encourages estate planners to perform due diligence as it relates to recommending the Life Settlement option to their client as an estate planning tool. Estate planners should also perform due diligence on the entities handling the life settlement transaction. There are distinct advantages to bypassing life settlement brokers and working with an experienced direct funder, such as AFC. By removing the middlemen and their fees, AFC can provide a higher settlement amount to the client.

Contact Us

For more information regarding AFC, Life Settlements or a specific Life Settlement case, please contact one of our Benefits Advisors at 800-542-9513 or email at info@sellyourinsurance.com.