IMS Settlements was started to help financial professionals and
policy owners maximize the value of their existing Life Insurance policies.
With over 50 years of combined Life Insurance industry experience, we have quickly become a powerful force in the life settlement industry.
IMS Settlements has assisted countless financial professionals and policy owners in evaluating and selling their policies. IMS Settlements is Life Settlement Broker located in Orange County, California.
Maximize your policy value with an experienced Life Settlement Broker
We have direct relationships with over thirty-five institutional funding and life settlement provider sources to ensure that each life settlement transaction we handle receives the highest possible offer.
We utilize our proprietary valuation models, underwriting databases, and wealth while ensuring smooth and transparent process for the Policy Owner.
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