Is Life Settlement ethics
just offering the same uniform process to every client. I like to think it’s more than that and let count the ways. Each client regardless of the size of the sale should receive the same care and urgency in a quick transaction, as rapidly as possible. Keep in mind that this can take several months in some cases, but the care is in not just dropping the cases and putting it on the back burner.
Follow-up is so important on all transactions. Brokers with life settlement ethics need to look for superior offers, not just the next offer just because it may be a faster buck for all parties to the deal. Customer service is paramount to an ethical transaction, at all times. Sources of capital funding must be ethical sources, usually of large institutional investors. Pricing needs to be competitive with other brokers.
Pricing calculations and operating process, and the time it takes are all under life settlement ethics consideration. keep in mind that there may not be a legitimate buyer for your policy, even though you as a client would like to sell it. It happens even with the best of brokers, even when they do a great job for the client and for the advisor who brought the clients. Using life settlement ethics does not guarantee sales, but it gives the client the best possible chance for success.
Click our LivePDQ button and see what life settlement ethics looks like when emplemented when we help you sell your policy.