Professionals

As a trusted advisor, clients depend on you to help them make informed decisions about their finances and other important assets.

Whether you are a CPA, financial planner, trust officer, estate planner, attorney, life insurance consultant or other trusted advisor, it is becoming more evident that life settlements are an important new planning tool that benefits both the client and the advisor in many ways. There are no out-of-pocket costs to you or your client.

Please call Leo LaGrotte directly at 317-488-5571 ext. 102 to learn how a life settlement can be a valuable option for you and your clients or contact LSA with any questions, comments or suggestions regarding this website or the life settlement marketplace.

Professionals Tools

• Life Settlement Qualifier Sheet - a scorecard for determining viable settlement candidates
• Case Submission Checklist - checklist for the advisor
• Life Settlement Application - application for policy owner
• LIFE SETTLEMENTS: What you Need to Know as a Trusted Advisor - educational booklet for advisors