Rags to Riches - Unlock the Hidden Fortune of Life Settlements
Wednesday, July 19, 2023 · 11:00 a.m.
Central Time (US & Canada) (GMT -5:00)
WEBINAR ENDED
About This Webinar
Life insurance policies are valuable assets. Sometimes, your most valuable. They are purchased to provide financial stability in challenging times. But, over time, things change. Those policies may have failed to meet expectations, the need for a policy may no longer exist, or premiums have become too expensive. You don’t have to walk away from the premiums you have already paid into your policy.
The sale of unneeded or unwanted policies has put billions of dollars back in the hands of policyowners to supplement retirement, fund increasing long-term medical costs, and address more pressing financial priorities. Join NFI Solutions with Evergreen as they dive deep into this great alternative for your clients!
Presenters
NFI Solutions
Preferred IMO
At NFI Solutions, we will always strive to provide the best service and support to your business! It is our goal to exceed your expectations with our wide range of case design and client branding services.
Experience No Stress Success with NFI Solutions!
James Camper
Partner in Evergreen Settlements, LLC
James brings over two decades of comprehensive financial services experience to his role. With a dedicated focus on the Life Settlement industry for 14 years, Mr. Camper has successfully facilitated over $4 billion worth of longevity related transactions.
Prior to joining Evergreen Settlements, Mr. Camper was a key member of a global financial services organization, where he contributed significantly to their success in developing a robust secondary market for life insurance policies. His market knowledge, contributions, and expertise have been instrumental in shaping the industry.
As a recognized authority in his field, Mr. Camper has been a featured speaker at a variety of national and regional industry meetings including the American Bankers Association, Estate Planning Counsel, Society of Financial Service Professionals and National Association of Insurance and Financial Advisors.
James holds his Series 7, Series 63, Life, Accident & Health and Life Settlement licenses.
Bob Stolack
General Agent for Evergreen
Bob is a trusted retirement consultant since 1996. He resides and works out of Florida. As a General Agent for Evergreen, he specializes in guiding agents and clients through the entire life settlement process. From start to finish, he is dedicated to closing deals successfully.
He includes a free appraisal service, allowing clients to understand the value of their life insurance policy without any costs involved. Bob is also the president of The Senior Circuit Group, LLC.
This webinar will show you…
Why Evergreen?
Imagine being able to quickly and accurately assess a policy's potential market value just like you can for other assets like stocks or real estate.
Power of Life Settlements
How a life settlement transaction provides policy owner's an average of 8X the policy's surrender value.
How does it work?
Provide some basic information to a member at Evergreen, and you find out in minutes if your client qualifies!