We are often asked by agents new to the Life Settlement space how to best explain exactly what a Life Settlement is to their clients. It can be an intimidating industry for those with limited financial or insurance knowledge, and as an agent, you are their chief advocate. A large part of what we do at Abacus Settlement is empowering agents to expand that role as an advocate over to the Life Settlement industry. We do that by providing knowledge, licensing assistance, contracting support, and most recently; our client letter template.
The goal of our client letter is to supply you with an easily editable letter to send out to any clients that may be interested, or may qualify for a Life Settlement. All you have to do is place your letterhead at the top and personalize it slightly to your client, the content is already written. The client letter template is designed to answer some of the most commonly asked Life Settlement questions and introduce the industry in a one-page format.
What You Get:
Personalized client letter
Letter design assistance if needed
Full access to Abacus Settlements as a knowledge source