CPA’s/Accounting Firms

With the exponential growth that the life settlement marketplace has experienced, it has become increasingly more important for CPA’s/Accounting Firms to further their education in this secondary life insurance marketplace.

In this respect, it has become the fiduciary responsibility of CPA’s/Accounting Firms  to make their clients aware of their financial options [i.e., “Exit Strategy”] for unwanted, unneeded, over priced or underperforming life insurance policies.

By offering a life settlement as a financial solution, CPA’s/Accounting Firms have created life changing transactions for their clients – resulting in purchase (cash) prices that range form 15% to 50% of the insured’s death benefit.

Settlement Clearing House has been successful in partnering with the accounting community as it provides educational resources and consultation services.  This “partnership” is actively building new profit centers/business opportunities for these types of firms throughout the country.

To learn more on how to start offering life settlements to your client today, please contact SCH Membership Services toll free at 1-888-497-2341 x134.