Information on how Integrity Capital Partners Helps Estate Planners and Their Clients

Information for Estate Planners

Life Insurance and Life Settlement Information for Estate Planners

The secondary market for life insurance policies is providing estate planners with an additional tool to serve their high net worth senior clients. As estate planners develop strategies to ensure that assets are transferred in accordance with the wishes of their clients, they are faced with many questions such as:

Due Diligence

Not only are estate planners encouraged to perform due diligence as it relates to recommending a Life settlement evaluation for their clients as a financial planning tool, but they will also be expected to perform due diligence on the brokers and firms handling the Life Settlement transactions.

Working with Integrity Capital Partners

Integrity Capital Partners is a national leader in the Life Settlement marketplace. The principals have specialized in providing this unique service since the inception of the industry in 2000, and currently are members of the Life Insurance Settlement Association (LISA). National Association of Insurance and Financial Advisors (NAIFA), and an INC 500 member,

We are dedicated to offering estate planners and policy owners with the highest levels of service. Our network of funding partners coupled with our volume and reputation help’s to promote the highest value for the client’s life insurance policy.