How Banking Professionals Unlock Hidden Value for Clients with Life Settlements
Discover a New Revenue Stream and Help Clients Achieve Financial Goals with Bridge, a Licensed Life Settlement Broker.

Top 3 Reasons Banking Professionals Should Consider Life Settlements For Clients
- Maximizing Asset Value: A life settlement allows a policyholder to sell their life insurance policy for an amount greater than the cash surrender value, which can provide an infusion of cash for the client while maximizing the value of their asset.
- Supporting Clients in Financial Need: A life settlement can be an attractive option for clients who are facing financial hardship or unexpected expenses. By unlocking the value of their life insurance policy, clients can have the funds they need to pay for medical bills, long-term care, or other financial needs.
- Enhancing Customer Relationships: Offering life settlement options to clients can set a banker apart from their competition and position them as a trusted financial advisor. By providing clients with options to maximize their financial resources, bankers can build stronger relationships with their clients and potentially generate referrals for future business.
Meet Sophia – A difference maker
Sophia was a banker who prided herself on always putting her clients’ needs first. One day, she met with a client who was struggling to make ends meet and had been considering taking out a loan to cover some unexpected medical expenses. During their conversation, Sophia asked if the client had any life insurance policies. As it turned out, the client had a policy that was no longer needed, and Sophia realized that selling the policy could provide the funds the client needed without incurring any debt.
Sophia immediately thought of Bridge, a trusted life settlement broker, and connected the client with their team. The client was able to sell the policy for a substantial amount, far more than they would have received if they had surrendered it back to the insurance company. When the time came for Sophia to receive her commission for the referral, she declined, choosing instead to donate the money to a local charity.
Sophia’s client was grateful for the unexpected windfall, and Sophia felt even better knowing that she had helped them without expecting anything in return. Through her partnership with Bridge, she had been able to make a real difference in someone’s life, and that was reward enough for her.
FAQs
Do I need to be contracted with Bridge?
You don’t need to be contracted with Bridge to recommend life or viatical settlement options to your prospects or clients.
How does compensation work?
- Referral: Approved Bridge affiliate includes a one-time, fixed payout not tied to the transaction.
Additional opportunities for anyone life licensed. For a free opportunity demo connect with Bridge below.
Steps To Success
STEP 1
Apply
STEP 2
Identify
STEP 3
Celebrate
Connect With Bridge
Unlock new revenue streams and provide your clients with a financial solution they never knew existed. Sign up for a free opportunity demo with Bridge today and discover how easy it is to increase your earnings potential while helping your clients get the most out of their life insurance.