Sales Consultation Services

SCH recognizes that providing settlement training materials and conducting seminars does not alleviate the need for our clients to have technical insights and support as they apply life settlements as the financial tool to secure a better future for their clients. In this respect, SCH consultants are routinely utilized for strategic Point-of-Sale support.

Point-of-Sales Support

After our insurance professionals/advisors identify a candidate for a life settlement, SCH consultants often help them on conference calls with relevant parties (insured, policy owner(s), trustee(s), client’s lawyer, etc.) to:

  • Enhance their knowledge of the market
  • Establish why the SCH platform produces the highest purchase prices
  • Explain our fundamentals of accessing all of the industry's institutional money sources
  • Establish their expectations for the outcome and time frame of the transaction
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