Experience Matters

Since 1989 we’ve completed thousands of policy appraisals and provided policyholders with access to hundreds of millions of dollars in cash. We’ve also paid out the most aggressive referrals fees in the business to life insurance agents and financial advisors.

Every member of our management team has in excess of 30 years of experience in policy appraisals. We have routinely provided expert witness testimony in both state and federal courts for decades. We are called to testify as expert witnesses because we know life insurance policies inside and out. As far as we are aware, no other policy appraisal company in America can say the same.

When policyholders are in need of objective policy appraisals either to obtain cash or to know exactly what their assets are worth, their agents and advisors know that they can count on us. They know that they can count on our expertise and five-decades of experience to provide them with complete and accurate policy appraisals. They also know that they can count on us to point them in the right direction when they want to convert their policies into cash.

When obtaining policy appraisals for your clients it is important to obtain them from experts. It is important to provide your clients with the most accurate information possible. When you do, your clients know that they can count on you. They can count on you to provide them with complete information and expert advice. They know that you have their best interests at heart. Your clients know as well as you do that experience matters. No company has more experience in providing policy appraisals than we do.

You have the ability to put our expert experience to work for you and your clients. Best of all, you have the opportunity to provide policy appraisals to your clients at no cost to you and at no cost to them. When your clients convert their policies to cash, we pay the highest referral fees available anywhere.

With huge upside potential and zero downside, now is the time to put our experience to work for you. As a professional life insurance agent and/or financial advisor, you are likely to have scores of clients who hold millions of dollars in face amount. Why not schedule reviews with those clients and see if any are in need of converting those policy values into cash? As policy appraisals amount to more than cash surrender values, your clients have nothing to lose and much to gain.

As we pay up to 30% of the appraised value in referral fees when policyholders convert their policies into cash, you also have much to gain. There is no time like the present to go through your book of business and offer to help each of your clients with a financial review that includes policy appraisals. By adding our experience to your financial services practice, 2020 may prove to be the best year you’ve ever had.

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