Learn how policy valuations play a critical role in unlocking the hidden value of life insurance assets. Abacus Life helps policyholders maximize returns through data-driven insights. Whether you’re a financial advisor or a policyholder, understanding these strategies can lead to smarter, more informed decisions.
Abacus Policy Insights: Portfolio Evaluation Tool
Abacus is proud to announce the next product in a long line of innovative product offerings built around making the secondary market more accessible for agents: the Abacus Policy Insights (API) tool. At a pricing rate of approximately 8,390 policies per minute, an entire book of business can be valued in a matter of minutes. API doesn’t have a capacity limit when it comes to providing lightning-fast pricing.
Life Settlement Calculators are typically based on a flat percentage-based average across a broad data set, which often produces wildly inaccurate results. Abacus utilizes a constantly growing database of tens of thousands of unique policies, paired with active learning, to create the most intelligent calculator in the secondary market. When you are provided pricing for a 78-year-old female client with a $7,000,000 GUL, it is based on actual historical life settlement pricing, not a percentage guess.
Example Portfolio
- 3,100 Individual Policies
- $202 Million in Secondary Market Value
- 20 Million Potential Commissions
- $1.3 Billion in Face Value
- Full Valuation Completed in 90 Minutes
Turnkey Solutions
Abacus Policy Insights is more than just a bulk pricing tool. Our Abacus Marketing Office offers full back-office marketing support including co-branded materials, assistance with client outreach, white-label letters populated with your clients’ information and full email campaigns. At Abacus Life, our goal is to go a step beyond the competition, providing you with all the tools required for success.
Highlights
• Same-Day Pricing on Life Insurance Books of Any Size
• Intelligent Calculations Based on Real Pricing
• Full Marketing Support
• Downline Protection
• Dedicated Back Office Team
