Attorneys & Life Insurance Settlements

If you are an attorney that is handling tax or estate planning issues for your clients you may be considering a life settlement. Life settlements have become increasingly popular over the last several years due to a down economy and inability for some seniors to pay their ongoing premiums for their life insurance policies. If you are an attorney that works with corporations, charitable organizations and individuals you are in a unique position of offering senior life settlements to clients of unwanted or unaffordable life insurance policies. If you are a tax attorney, estate planning attorney or an attorney that is currently handling the financial needs of your clients and considering a life settlement, begin by contacting Ideal Settlements today.

Attorneys that handle the financial needs of their clients may perform a broad range of tax and estate planning services for their clients. Attorneys can work with corporations, nonprofit organizations, and individuals. They may handle an array of different financial issues pertaining to IRS wage and bank levies, property liens, bankruptcy and estate planning strategies. Tax & estate planning attorneys will advise their clients of the advantages and disadvantages of tax related issues pertaining to financial and estate issues. Ideal Settlements understand that attorneys play an important role in the lives of their clients. They not only work with clients that have financial needs but they can provide counsel for legal related issues as well. 

Ideal also plays an important role in the lives of our clients. Ideal Settlements has gained the trust of many tax attorneys and estate planning attorneys throughout the United States. We too share the same common goals as our partners. We provide a service that is essential to many seniors whom no longer need or can afford their life insurance policy. Attorneys put their trust in Ideal because they know we will always put their client's financial interests and needs ahead of our own.

As the popularity of life settlements continue to grow more attorney are staying informed with the life settlement industry. While a life settlement may not always be the best option for some clients, it certainly can be a viable option for others. If you are an attorney and considering using a life settlement as an option begin by contacting Ideal Settlements today.

Some of the benefits for providing life settlement options to your clients:

• The estate size changes
• Money is needed to pay off debt
• Policy owner has outlived beneficiary
• Need funds for medical expenses or long-term care
• Individual or company falls into bankruptcy
• Charitable donation or gift to family
• Investing in other financial vehicles

Ideal has the experience in securing our clients maximum value for their life insurance policies. Ideal works with over 50 institutional lenders that have a vested interest in purchasing unwanted or unaffordable life insurance policies. When you work with Ideal Settlements you will always be informed throughout the funding process. We work closely with both the attorney and client keeping them informed of the application process, underwriting of the policy and offers we receive from each institutional investor.

Life Settlement Qualifications

• Life Insurance policy face Value should be $100,000 or over
• Policy owner must have a life expectancy of 12 years or less.
• Must be a change in health status since the policy was issued
• Should be age 65 or over

Viatical life settlements have different requirements than senior life settlements. If you have a client that is considering a viatical settlement, contact Ideal for additional information.

What we offer attorneys:

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

If you are an attorney 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, we want to work for you. Ideal will provide professional services throughout the funding process and we are always available to you and your client.

If you are an attorney and searching for additional information on the life settlement industry within your respected state, begin by following 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.