White-Label
Marketing Materials
for Advisors
Ready-to-use materials to help you educate clients, uncover hidden policy value, and generate life settlement opportunities.
How Advisors Use Our Marketing Materials
Our white-label marketing materials are designed to help advisors introduce the life settlement conversation in a clear and professional way. These resources simplify complex concepts so clients can better understand the potential value of their life insurance policies.
Educate Clients on Life Settlements
Use our brochures and educational pieces to introduce the concept of selling a life insurance policy.
Discuss Options With Your Client
- Traditional settlement options
- Retained benefit options
- Hybrid solutions options
Identify Potential Policy Value
Run a policy valuation to determine if the policy may have secondary market value.
Submit a Case
Complete a simple intake form and begin the evaluation process.
Client Marketing Materials
These ready-to-use resources help advisors clearly explain the life settlement option to clients and start productive conversations about policy value.
Client Brochure
This professionally designed brochure introduces clients to the concept of life settlements and explains how selling a life insurance policy may provide financial flexibility.
The brochure highlights:
- How life settlements work
- The steps involved in the evaluation process
- Common situations where a policy may have value
- Real-world examples of policy solutions
These materials can be customized with your firm's branding, allowing you to present them as part of your advisory services.
Client Email Template
Our client email template provides advisors with a simple and professional way to introduce the life settlement option.
This template helps you:
- Explain what a life settlement is
- Describe how policies may generate cash value
- Encourage clients to explore their policy options
Use the template as part of your outreach strategy or client review process.
Client Letter Template
For advisors who prefer a more formal approach, our client letter template helps communicate the importance of reviewing life insurance policies.
This letter highlights that life insurance policies are personal assets that may have value beyond their cash surrender value and encourages clients to explore their available options.
Advisor Tools
Our advisor resources are designed to help you identify opportunities within your existing client base and uncover policies that may benefit from evaluation.
Policy Valuation Services
A life insurance policy review can reveal important information about policy performance, funding adequacy, and potential market value.
Our Fair Market Valuation (FMV) process provides advisors with a quick and reliable estimate of a policy's value in the secondary market.
How the Valuation Process Works:
- 1Submit a policy illustration and basic medical information
- 2Our team conducts a real-time impairment and risk analysis
- 3Receive a fair market valuation within 24–48 hours
This service helps advisors determine whether a policy may have value for life settlement, business planning, estate planning, or portfolio restructuring.
Start a ValuationTerm Rescue Program
Many term life insurance policies expire with no value, leaving policyholders with limited options. Our Term Rescue Program helps advisors explore opportunities to convert qualifying term policies into permanent coverage that may be sold for a cash settlement.
This program allows advisors to:
- Provide additional solutions to clients with expiring coverage
- Identify policies that may generate cash value
- Turn a potential lapse into a financial opportunity
Our streamlined process makes it simple to evaluate term policies and determine whether they qualify.
Evaluate a Term PolicyStart a Policy Review
Submitting a policy for evaluation is simple. To begin the process, we collect basic medical and policy information to determine whether the policy may qualify for a life settlement evaluation.
Required documents may include:
- Life Settlement Questionnaire
- Medical Questionnaire
- HIPAA Authorization
- Life Insurance Information Release
- Verification of Coverage
Our team will guide you through the process and handle the evaluation on your behalf.
