Partner with an experienced Life Settlement Broker 

IMS Settlements is a leading boutique Life Settlement Broker that specializes in working with Life Insurance Agents and Financial Advisors to maximize the Life Settlement value for your clients – all in an efficient and transparent manner.  Advisors & Agents partnering with IMS Settlements benefit from our:

Experience

Over 15 Years of
Life Settlement Experience

Pricing

24-Hour Guaranteed
Policy Pricing

Software

Proprietary Pricing
Valuation Software

Guarantee

IMS Satisfaction
Guarantee

Life Settlements and You

The Life Insurance Settlements market emerged as financial professionals and policy owners began demanding more options for owners looking to surrender or cancel their Life Insurance policies. Life Settlements are becoming a vital aspect of financial planning as policy owners turn to the Life Settlement market to increase their available capital. As an experienced Life Settlement Brokers, IMS Settlements can help determine which route is best for your clients.

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 you are able to provide your client with the best options.

Experienced Experts

Life Settlements are our main line of business and we have helped countless Advisors and Policy Owners in successfully selling their policies.

Transaction Management

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.

Training

We are always here to teach you and help you learn the life settlement market and regularly provide Agent Seminars & Webinars.

Multiple Bids

We have relationships with over 35 institutional funding sources who competitively bid on our cases.

Sales Support

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.

Licensing & Compliance

We are licensed in the appropriate States and can help you obtain a Life Settlement license when required.

How You Benefit

RECEIVE COMMISSIONS FROM THE LIFE SETTLEMENT

USE THE PROCEEDS TO SELL REPLACEMENT LIFE INSURANCE, LONG TERM CARE

CREATES ADDITIONAL CAPITAL FOR YOUR CLIENT

WORK WITH AN EXPERIENCED LIFE SETTLEMENT BROKER

OFFER A NEW VALUE-ADDED SERVICE

INSURANCE, ANNUITIES, ETC.

When to Consider a Life Settlement

»  Premiums are no longer affordable
»  Funds needs for Health Care
»  Change in Estate Planning Needs
»  Capital needed to maintain quality of Life.
»  Business Insurance Policy no longer needed
»  Death of beneficiary
»  Emergency need for capital, or to maintain one’s quality of life
»  Provides capital to purchase a new, more cost efficient Life
»  Insurance policy, a Long-Term Care Policy, or Annuity
»  Buy-Sell Agreements, the owners  retired or the business has been sold

IMS Settlements is a trusted partner
to advisors across the country

“IMS always provides me and my clients with top service and great offers.”

-Bruce H

Financial Advisor

“IMS worked hard to help educate us about the process and the suitability of a life settlement. Once we got the process started he was transparent and professional.”

- Julie & Bob M.

“IMS Settlements was transparent, fast, and deliveredan unbelievable offer for my universal life policy.”

- Maggie M.

Call Us

(800)560-4255

Email Us 

info@imssettlements.com

IMS Guarantee

We hold ourselves to the highest standards of service and professionalism. If you are not satisfied with our work or our offers – let us know in writing and we will turn over your file.

Financial Professionals

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Policy Owners

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