How does e-Power Quote Work?
The agent or financial professional completes a simple, 5-point questionnaire. Based upon that data, Advanced Settlements uses its exclusive pricing model to identify a “ballpark” senior life settlement offer. Using the ballpark offer as an initial investment in a new policy, the agent contacts his insurance carriers to request illustrations for replacement coverage. The Agent calls his senior client with a proposal to address his/her financial objectives, or if appropriate, to leverage his/her existing policy for a better one, (i.e. better guarantees, lower premiums, etc.) NOTE: The life settlement quote given will be based on an eight (8) year life expectancy, and will assume that the full premium for the current year has been paid. Please note that quotes for life settlements will be given for existing policies on clients over the age of 75. Disclaimer: Advanced Settlements is a settlement broker and not a provider. Once a quote is presented verbally or in writing, the amount(s) exp
