Accountants & CPA's Life Settlement

Life settlements have become increasingly popular for seniors who no longer want or can afford to pay the ongoing premiums for their life insurance policy. Accountants & Certified Public Accountants (CPA's) are now in a unique situation to educate and consult with their clients on the benefits of a senior life settlement. Accountants and CPA's that work with seniors, corporations and not for profit or charitable organizations can play a significant role in the ongoing financial needs of their clients through a life settlement. If you are an accountant or CPA and have clients that are interested in selling their life insurance policies, begin by contacting Ideal Settlements today.

Accountants and CPA's (Public accountants) may perform a broad range of accounting and financial consulting services for their clients. Clients may be corporations, nonprofit organizations, or individuals. Some public accountants concentrate on tax matters, such as advising companies and individuals about the advantages and disadvantages of certain decisions and preparing tax returns. Other accountants and CPA's may offer advice in different areas such as life & health insurance, financial investments and financial strategic planning. Others work to establish personal budgets, manage assets and investments, plan for retirement, while reducing the exposure to risks for their clients.

When we work with accountants and CPA's we understand they play an important role in the lives of their clients. We also play an important role in the lives of our clients as well. We have gained the trust of many financial professionals throughout the United States because we share the same values and objectives. We provide a service that is essential to many seniors. Accountants throughout the United States put their trust in Ideal because they know we will always put their client's financial interests ahead of our own.

The life settlement industry is getting larger and larger each year. Many accountants are now staying informed with the life settlement industry because they know the value of a senior life settlement. Many are now using life settlements as an option when making recommendations to their senior clients.

There are many benefits to providing life settlement options to your clients. Some of these benefits include but not limited to:

• Estate size changes
• Used to pay off debt
• Use funds for medical expenses or long-term care
• Client falls into bankruptcy
• Money is used for a gift to a family member
• Charitable gift
• Investing in other financial vehicles

Ideal can serve as an integral part in securing your clients top dollar for their current life insurance policies. Ideal works with over 50 institutional lenders that have a vested interest to compete for our clients business. When you work with Ideal Settlements you will always be informed throughout the funding process. We work closely with you during the process keeping you informed in the progress of the application and offers we receive from each institutional investor.

Life Settlement Qualifications

• Policy Face Value should be $100,000 or over
• Insured must have a life expectancy of 12 years or less.
• Must be a change in health status since the issue of the policy
• Age must be 65 or over

Viatical life settlements have different requirements. For additional information on viatical settlements contact Ideal today.

What we offer accountants and CPA'S

• Ideal will pay the up-front costs associated with life expectancy reports and medical records
• We provide the administrative costs of processing, packaging and sending out packages to each funding institution
• Ideal works directly with our funding institution in negotiating the highest offers possible for your clients

If you are an accountant and searching for a client centric company that has the experience and tenacity to get the largest payouts for your client’s life insurance policy, begin by contacting us today.

If you are searching for additional information on the life settlement industry within your state, begin by visiting the links below: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming and the District of Columbia D.C.