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.
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.
Life Settlements are our main line of business and we have helped countless Advisors and Policy Owners in successfully selling their policies.
We are always here to teach you and help you learn the life settlement market and regularly provide Agent Seminars & Webinars.
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 relationships with over 35 institutional funding sources who competitively bid on our cases.
Licensing & compliance
We are licensed in the appropriate States and can help you obtain a Life Settlement license when required.