Life Settlements
An Alternative to Lapsing or Surrendering Policies
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ur Life Settlement Advocacy Program™ minimizes the risks associated with conducting a life settlement by treating a life settlement as a security transaction. Accordingly, our strategic back-office partner, Valmark Financial Group, has developed a unique compliance-oriented marketing system called The Life Settlement Advocacy Program™ to guide us through a life settlement transaction and ultimately provide the highest level of value for a client’s life insurance policy.