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:
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.
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 that the client's needs are best met every time.
Experienced experts
Life Settlements are our main line of business and we have helped countless Advisors and Policy Owners in successfully selling their policies.
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.
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.
Highest bids
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
How You Benefit
When to Consider a Life Settlement
- Premiums are too expensive
- 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, where the owners have retired or the business has been sold
- Changing Estate Planning needs
- Client is thinking of letting the policy lapse
- Insurance is no longer needed or has become unaffordable
- Deferred Compensation plans, where the covered executive has left the company
- Key-Man policies, where the insured has retired or left the company
“IMS always provides me and my clients with top service and great offers.”
- Scott W.
IMS Satisfaction Guarantee
We hold ourselves to the highest standards of Service and Professionalism so if you don't like our work or our offers - let us know in writing and we will turn over your file.