Join Unkefer & Associates and Leo LeGrotte to discover a simple life settlements sales process that’s simple for you and your clients.

Take advantage of a simple, straight forward life settlements process that can deliver your clients a windfall of income from their life insurance policy.

How it works:

  • We provide a questionnaire for your Clients to complete and all documentation requirements
  • There is zero cost to you or the policyholder
  • Once all documentation is received, we pay any actuarial and underwriting costs
  • We’ll review, if approved we share the policy with potential buyers.
  • The investment buyer updates the advisor on their decision
  • If approved, commissions are paid once the transaction is finalized

We are making life settlements an easier process for you and your clients.

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