Settlement Masters, is dedicated to helping our clients appraise the value of keeping versus selling their life insurance portfolio. We proudly refer to this as the Masters Process™.
Robert “Bob” Larsen, has been a client advocate within the life insurance world for over 50 years. Bob maintains a special license designation of Brokering Life Settlements as required by the California Department of Insurance. As recognition for his advocacy within the industry, the Journal of Taxation published his co-authored article “Taxation of Life Settlements – Unanswered Questions After Rev. Rules. 2009-13 and 2009-14”.
The initial step in the Masters Process™ is to complete a preliminary valuation of your policy. In order to accomplish this, we have asked and you have agreed to provide to Settlement Masters, certain personal information regarding the insured(s) under the policy or certificate of insurance and certain policy information (collectively referred to as “Confidential Information”). all of which is to be used for the sole and specific purpose of completing the preliminary and formal valuations of your policy(s).
Settlement Masters, agrees as follows:
The Confidential Information is to be used for the sole and specific purpose of completing the preliminary and formal valuations of your policy(s), and;
The Confidential Information may be used by Settlement Masters and Accelerated Life Solutions , including any of their authorized representatives, officers and employees, for the sole and specific purpose of completing the preliminary and formal valuations of your policy(s) and;
The Policy Owner or the Insured(s) may revoke this authorization at any time.
References to satisfied clients or professional advisors such as CPAs or attorneys will be provided upon request.
We look forward to assisting you transform your life insurance into a true “living benefit”!
All my Best,
Robert W. Larsen, Managing Member
The contents of this document are hypothetical and should not be used or construed as specific tax advice. Consult your tax advisors for advice specific to your situation.
Settlement Masters , 5000 Birch Street, East Tower Suite 100, Newport Beach, CA 92660 Telephone (800) 824-3911 Fax (949) 253-0488
Securities offered through Niagara International Capital Limited, member FINRA/SIPC. The Rushmore Companies are not affiliated with Niagara International Capital Limited.
Did you know?
If you are 65 or older or have experienced a change in your health condition, your life insurance policy might sell for more cash than you realize!