life insurance settlement

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Pat Summerall


Advanced Settlements, Inc -- Keystone Players in the Life Settlement Marketplace

Advanced Settlements, Inc. has earned a reputation as one of the leading life settlement brokers in the nation. We work with financial professionals whose clients include affluent seniors seeking a sensible exit strategy from unwanted life insurance policies. In addition to having earned our status as an early adopter in an emerging market of life settlement companies, we have assumed a leadership role in delivering the necessary tools for financial professionals to successfully participate in life settlements. In this regard, (1) we offer a turn-key service that leads financial professionals through each step of the transaction; (2) we act as their advocate when negotiating with funders (providers) to pursue the highest possible settlement for the client's policy; (3) we provide free errors and omissions (E&O) coverage on each transaction; and (4) we offer marketing support.

Many seniors have chosen to donate unwanted life insurance policies to charitable organizations and for that reason we also work with charities who own donated life insurance policies that may be about to lapse or have become burdensome to maintain.

Industry "Thought Leaders"

In addition to maintaining a sizeable market share in a highly-competitive industry, we have also positioned ourselves as "thought leaders" in our space. Because we recognize that the life insurance settlement solution is still in the introductory stage of the product life cycle where substantial resources are required to educate the marketplace, we have invested in efforts to serve the needs of financial professionals who want to learn more. In addition to delivering continuing education (CE) presentations and authoring the industry's first series of white papers for use by financial and insurance professionals, we also contribute articles to a variety of trade publications. Many of the articles we have written on the topic of life insurance settlements have appeared in publications such as The CPA Insider (published by the AICPA), Wealth Management Insider (published by the AICPA), The Journal of Structured Finance (published by Institutional Investor, Inc.), National Underwriter, Senior Market Advisor, Agent Sales Journal, Health Insurance Underwriter, FPA Solutions Magazine (published by the Financial Planning Association) , and the California Broker.

Consumer Advocacy & Marketplace Education

Advanced Settlements is committed to educating financial professionals, consumers and non-profit organizations about the availability of this exit strategy from unwanted policies and how life settlements provide value to senior consumers. As advocates for what is considered a pro-consumer product, Advanced Settlements encourages seniors and elders to collaborate with their team of financial professionals to determine whether a life settlement can assist them in achieving their financial or charitable goals.

If you belong to one of the following groups, we look forward to working with you in maximizing the cash value of unwanted or underperforming life insurance policies:
Agents/Brokers Estate Planners
Attorneys Financial Professionals
CPA’s Charities


Our Track Record as a Marketplace Leader

• We have transacted more than $6.5 billion in policy face value (from Jan 2001-December 2008).
• We have built trusted relationships with many of the nation's largest insurance brokers and financial
professionals.
• We work with more than 25 highly-capitalized institutional funding sources in pursuing the highest
possible offer.

When to consider a Life Settlement

• When the insured is 70 years of age or older
• When a policy is lapsing or being surrendered
• When there is a need for new life insurance, annuities, or long term care
• When the insured has outlived the beneficiaries
• When there is an estate tax change
• When a charitable organization who owns a donated policy cannot maintain premium payments.
• When there is a change in the health status of the insured.
• When there is a retiring key-man or a company / partnership selling
• When there is a liquidation of assets due to bankruptcy

The primary target audience for Advanced Settlements, Inc. is an insured who is generally 70 years of age or older, has a life expectancy of less than 12 years, and has owned a life insurance policy with a face value of $250,000 or more for not less than 2 years.

Although our Web site is a one-stop Life Settlement Portal designed to answer most questions about this emerging industry and its impact on consumers, financial and legal professionals, we encourage you to call our Life Settlement representatives who will be happy to explain how we can assist you in obtaining the most favorable competitive offer for your client's life policy.

Member of the Life Insurance Settlement Association.

Wherever the phrase Advanced Settlements appears in the text of this web site, such phrase is a reference to Advanced Settlements, Inc.

If you have any questions about the Advanced Settlements website please contact Nikolas Adams a t
1-800-561-4148 ext. 1103 or email at nadams@advancedsettlements.com

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© 2001-2009 Advanced Settlements, Inc. All Rights Reserved.
This ad is intended for insurance and financial professionals only, and not for use for the general public. This advertisement does not apply to variable life settlements. Variable life settlements are settled through our BD affiliate. Life Settlement amounts are based on numerous factors. Actual results will vary. According to our internal statistics, the average purchase price obtained by viators through Advanced Settlements, Inc. (from January 1, - August 31, 2008) is approximately twenty-two percent of the face amount of a qualified life insurance policy. Some or all of the proceeds of a life settlement may be taxable under federal or state income tax laws. Advice from a professional tax advisor is recommended. The number of bidders for a policy may be limited; proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage or tax implications. There may be high fees associated with the sale of a life settlement. Securities offered through securities licensed representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Advanced Settlements is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. Advanced Settlements, Inc. (or its principals) is an authorized broker or producer in all states where life settlements are regulated, except Montana.Pat Summerall and his experience with life settlements may not be representative of other clients. Mr. Summerall’s representation does not imply or guarantee any particular performance returns. Mr. Summerall was compensated for his endorsement.Location and mailing address: Advanced Settlements, Inc., 2101 Park Center Drive, Suite 220, Orlando, Florida 32835. phone: 1-800-561-4148. The Advanced Settlements, Inc. Website is currently not approved in the states of Oklahoma. If you have any questions about the Advanced Settlements website please contact Nikolas Adams at 1-800-561-4148 ext. 1103




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