Unlock Hidden Wealth for Your Clients: Attorneys & Trustees, Partner with Bridge for Life Settlement Opportunities

As an attorney or trustee, it’s essential to act in the best interests of your clients and beneficiaries. However, you may be seeking innovative ways to help your clients while maximizing the value of their assets. Bridge, the trusted life settlement broker, offers a solution.

With Bridge’s expert team and extensive experience in the life settlement industry, we can help your clients uncover the hidden value in their life insurance policies, providing them with the financial resources they need to achieve their goals. You can earn commissions by referring your clients to Bridge for a life settlement while reducing risk and ensuring regulatory compliance.

Don’t wait to take advantage of this opportunity to help your clients and benefit yourself. Contact Bridge today to learn more about our life settlement solutions.

How Attorneys Can Help With & Benefit From Life Settlements

1. Expanded services for clients: By partnering with a life settlement broker, attorneys can introduce their clients to an additional option that can help them achieve their financial goals. Many clients may not be aware of the option of selling their life insurance policy, and attorneys can provide valuable guidance by connecting them with a life settlement broker.
2. Increased revenue: Life settlement brokers offer a nominal payout to affiliates for qualified transactions.
3. Access to expert guidance: Life settlement brokers have in-depth knowledge of the life settlement industry.
4. Risk management: Attorneys can mitigate any risk by partnering with a life settlement broker. Brokers are responsible for vetting potential buyers and ensuring that all regulatory requirements are met, which can help protect attorneys from liability.

How Trustees Can Help With & Benefit From Life Settlements

1. Increased revenue: Life settlement brokers offer a nominal payout to affiliates for qualified transactions.
2. Improved investment performance: Trustees are often responsible for managing a trust’s assets and investments. Selling a life insurance policy through a life settlement can free up cash that can be reinvested into the trust, potentially improving overall investment performance.
3. Reduced expenses: Trustees are also responsible for managing the expenses of a trust. By selling a life insurance policy through a life settlement, trustees can eliminate future premium payments, reducing expenses for the trust.
4. Expert guidance: Life settlement brokers have in-depth knowledge of the life settlement industry, including the legal and regulatory requirements. By partnering with a broker, trustees can access expert guidance and support throughout the life settlement process.
5. Risk management: Trustees can mitigate their own risk by partnering with a life settlement broker. Brokers are responsible for vetting potential buyers and ensuring that all regulatory requirements are met, which can help protect trustees from liability or fiduciary risk.
6. Beneficiary protection: Trustees have a fiduciary duty to act in the best interests of the beneficiaries of a trust. Selling a life insurance policy through a life settlement can provide a source of liquidity that can be used to benefit the beneficiaries.

Meet James – Fulfilling His Role

Attorney and trustee James discovered that his client, Mrs. Thompson, had been paying high premiums on a $500,000 life insurance policy for over 20 years. He suggested a life settlement and with Bridge’s help, found a buyer who paid Mrs. Thompson $175,000. Instead of taking a commission, James elected to match 1% with Bridge, to their agreed-upon, non-profit. Mrs. Thompson was thrilled and James was pleased to give back while helping his client. This experience showed James the benefits of partnering with a reputable life settlement broker like Bridge.

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.