Whether a CPA, an Attorney, an Estate Planner, an Insurance Agent or a Registered Representative, financial professionals have a fiduciary duty to provide appropriate and responsible financial advice to their clients. In many cases, a Life Settlement fits these criteria and may benefit both the client and the advisor.
The sale of an in-force life insurance policy for its current, REAL VALUE is often the best financial option for senior citizens and high-net-worth clients. Instead of holding onto an unwanted, unneeded or unaffordable asset, policy owners have the option to access a cash settlement in excess of the policy's cash surrender value. This a found money can be used to purchase more suitable insurance coverage, purchase an annuity, cover long-term-care expenses or for whatever the seller chooses.
For the financial professional, a Life Settlement transaction provides additional available cash to the client for new investment opportunities. As the referring entity, AFC will keep you in the loop throughout the settlement process.
If appropriate and acceptable, AFC may also provide a referral fee.
Application and Release Forms
Click HERE to download an application.
For more information regarding AFC, Life Settlements or a specific Life Settlement case, please email us or contact one of our Benefits Advisors at 800-542-9513.