Our Value Proposition to You
IMS Settlements excels in providing an unparalleled level of service and expertise. We approach every case with dedication and creativity which ensures that the client's needs are best met every time.
Life Settlements are our main line of business and we have helped countless Advisors and Policy Owners in successfully selling their policies.
We have relationships with over 35 institutional funding sources who competitively bid on our cases.
We provide you with client presentations, Policy Valuation Reports, and advice to help you with every step of the Life Settlement process including developing and executing a sales strategy.
Experienced staff, deal management systems and 24/7 online access to Life Settlement case statuses help to keep you up to date and close deals as quickly as possible.
We have internal proprietary pricing models which allow us to determine a policy's full fair market value insuring policy owners get the most competitive offers.
Licensing & compliance
We are licensed in the appropriate States and can help you obtain a Life Settlement license when required.
Education & training
We are always here to teach you and help you learn the life settlement market. Always let us know if you have any questions.
Advanced planning expertise
We have experience with Advanced Tax Strategies, Trust Document Review, Term Conversions, 1035 Exchanges, Replacement Life Sales, In House Impaired Risk Underwriting, Annuities
To Get Started
Feel free to Give Us a Call or Submit a Request Form