For Financial Advisors

For Financial Advisors

Benefits of using Life-Exchange:

1. Internal pricing based on 5 years of industry trade data will help you set sale price expectations early on in the submission process
2. Internal medical underwriting based on secondary market mortality tables.  This service will help provide longevity estimations prior to official 3rd party underwriting, saving significant time and money. This will also help ensure that all data points are properly calculated by 3rd party industry underwriters. Additional benefit of this service is that it will help determine the best underwriters to send the APS to depending on debit calculations for each condition
3. Highly compliant transactional platform allowing only licensed qualified buyers view your client’s sensitive information
4. Maximized offers and commissions due to low transactional fee of 1% of face value
5. Back office support through the entire process

For a policy review, call or email .(JavaScript must be enabled to view this email address) (866) 907-9766.