Welcome Funds - A Viatical and Senior Settlement Company

A Life Settlement Brokerage

 

 

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FREE AGENT INFO!


Please request our
FREE AGENT PACKAGE:

  • EDUCATIONAL INFO
  • MARKETING SUPPORT
  • NEGOTIATION POWER
  • COMPLIANCE SUPPORT
  • TURN-KEY PROGRAM

 

 

 

Life Insurance Settlement Association

 


INSURANCE & FINANCIAL PROFESSIONALS


WE CREATE COMPETITION.

  • Do you work directly with a Life Settlement Funder?

  • There are 20 + Funders in this Industry.

  • WFI works with All of Them!

  • Only 1 application is required.

  • The Power of Negotiation yields Higher Offers.

  • Please don't let your clients settle for less!

COMPETITION IS GOOD.

Welcome Funds Inc. provides viatical, life settlements, and senior settlement broker services

As the Life Settlement Industry continues to gain mainstream acceptance, more and more financial professionals are adding Life Settlements to their list of financial product offerings.  These advisors in turn educate their clients about the benefits of Life Settlements and in turn many more policyholders are able to realize the immediate financial benefits and options created by this transaction.

If you or your firm have not yet offered Life Settlements to your existing or potential clients, now is the time to educate yourself on one of the fastest growing products in the financial planning industry.

LIFE SETTLEMENTS CAN BENEFIT MANY PROFESSIONALS
  • Attorney's
  • Brokers
  • CPAs
  • Estate Planners
  • Financial Advisors
  • Investment Advisors
  • Life Insurance Agents
  • Wealth Management Advisors
  • Any and All Financial Professionals!
HOW DOES THE AGENT BENEFIT?

The benefits to agents are almost as important as those for policyholders:

  • Commission from the completed life settlement transaction.
  • Continued commission on the policy premiums for the writing agent.
  • Commission generated from investment products purchased with the client's settlement proceeds.
  • Commission from new insurance coverage; many clients replace their outdated policies with joint survivor coverage!
  • Commission on a conversion, if the policy was term coverage.
  • Over-ride commissions by recruiting down-line producers in the life settlement market.
INDUSTRY OUTLOOK & MARKET POTENTIAL

Institutional investors have brought a great deal of credibility to the life insurance settlement industry and issues over private investors are no longer a concern.   This has opened the doors to the main stream insurance market and financial planning community.

The current projections for the industry are quite impressive.  A 1999 Conning & Company Research Study shows that there is approximately $490 Billion in life insurance covering seniors over the age of 65.  Of that total figure, Conning estimated the potential life settlement market to be $108 Billion.

Estate tax repeals may also have a major impact on the percentage of seniors considering a settlement.  Lower estate taxes and higher exemptions mean that existing life insurance coverage may become obsolete and a life settlement will be a very profitable alternative to cancellation.  U.S. Census figures support further growth of the life settlement industry, as the senior population is expected to double by 2025.

WHY CHOOSE WELCOME FUNDS INC.?

Welcome Funds Inc. provides the educational and marketing tools that are necessary for financial professionals to introduce Life Settlements to their senior clients.  These professionals use these guides to educate their clients about the benefits of a life settlement, while also creating their own network of associates by using these tools for agent recruitment.

WFI provides all of our agents with immediate access to our:

  • Educational Information

  • Marketing Support

  • Experienced Staff

  • State Regulatory, Licensing & Compliance Information

Our staff's experience and reputation in this industry provides our agents with direct access to capital that they may not otherwise have available.  These relationships are the foundation of our company and ensure that our clients and agents receive that absolute highest offers available in the market.

We also educate our agents, so that they have the ability to accurately assess prospective clients.  This will save both you and your clients valuable time and effort, and convey a message of professionalism that is necessary in this competitive marketplace.

MARKETING SUPPORT

All registered agents of WFI are provided with informative marketing materials to educate potential clients.  We also supply you with the turn-key system to build your own network of agents.  Our experienced staff is always available to assist with technical support, conference calls, seminars, and to answer any other questions regarding the life insurance settlement industry.

Marketing materials include:

  • Educational Brochures & Informational Insert Cards
  • Complete Application Materials
  • Client PowerPoint Presentation
  • Agent Recruitment PowerPoint Presentation

We also offer each agent the opportunity to have a duplicate website, customized with the agent's contact information (i.e. http://www.welcomefunds.com/johnsmith).

Click here to view a sample agent website.

BECOME AN AGENT NOW!

There are absolutely no fees involved in becoming an agent for Welcome Funds Inc.  Our Agent Package is FREE and there are no obligations, so make your request before your competition does!

Click here to receive more information about this opportunity to Become An Agent NOW!


CLICK!  To Learn More About Our Viatical & Life Settlement Programs:
| Home | Viatical Settlements | Life Settlements | Financial Professionals |
| Free Application & Educational Package | Download Center | Company Info |


Welcome Funds

Call Us Today!  Toll-Free: 1.877.227.4484

301 Yamato Road
Suite 2110
Boca Raton, FL 33431

Phone: 561.862.0244
Fax: 561.862.0242

e-mail: info@welcomefunds.com
web site: www.WelcomeFunds.com
© 2004. All rights reserved. Welcome Funds, Inc.
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