Unlock the Power of Life Settlements!

ABOUT THIS WEBINAR
Unlock the power of Settlements with NFI and Evergreen!

Evergreen Settlements was established with a determination to provide transparent, unbiased and customized service to help trusted advisors and policy owners achieve the best results available. Our high touch individualized life settlement brokerage process makes us the right partner for you.
The buyers are represented by teams of analysts and years of experience to help them purchase policies at a price that is attractive to their investors. You deserve the same type of dedicated expertise to tip the scales in your client's favor.

As key members of a market pioneer that led the development of a robust longevity market, Evergreen's team has facilitated more than $10 Billion in settlement transactions and holds more than 130 years of combined market experience. Our unparalleled experience on the buy side gives us a unique understanding of how to effectively and strategically control the policy sales process in order to produce the best results.
Evergreen Settlements’ independence provides you access to broader capital relationships, our advanced case assessment process, a transparent approach and unique insurance solutions. It’s why advisors, fiduciaries and financial firms across the United States put their faith in Evergreen.

Our team has helped thousands of policy owners unlock the hidden value in their life insurance policies, and we're excited to be your strategic partner for the Life Settlement market. We have put the following information kit together as evidence of our professionalism, experience and leadership as fiduciaries in the market.

The emergence of the Life Settlement marketplace has empowered advisors to provide their clients solutions, by accessing the hidden value of their unwanted, unneeded or unaffordable policies. As a result, billions of dollars have been put back in the hands of policyowners to supplement retirement, contend with increasing medical costs, provide liquidity for businesses and address more pressing financial priorities - Join us on February 15th and learn more!

AGENDA
  • • What is a life settlement and who qualifies
  • • Current Market Trends and Applications
  • • Case process
  • • Examples of Transformative Strategies to Benefit your Clients
  • • How to Implement Policy Valuation into Your Practice
ADDITIONAL INFO
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
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