Genesis Knows Genesis Knows
 
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Professionals & Genesis

Why we are the professional's choice.

As the life settlement industry continues to grow, more producers and financial professionals are searching for high level, high touch settlement brokers with whom to work. Companies like us.

Using a specialized life settlement broker like Genesis is ideal for producers and financial professionals. It frees them to pursue their core business competencies. Furthermore, one of our principals can give an expert opinion as to the viability of their cases upon the initial review. This saves time, money and a great deal of effort for our professional partners.

By choosing to shop cases themselves, producers, in turn, must do their "due diligence" in compiling the documentation needed for a life settlement application package. Such materials include: the life insurance policy, the policy illustrations as generated by the insurance carrier; medical release forms signed by the insured; updated medical records from each of the insured's physicians; life expectancy reports and more.

In addition to compiling this information, producers must fulfill their professional obligations to the client/policy owner by carefully analyzing a complex market and working that market to obtain the highest real offer. This process is of course a most labor-intensive ordeal. Needless to say, when you work with Genesis you are working with a firm that has the institutional capital relationships needed to procure the offer you are looking for. Genesis employs a staff of professionals that take the case from start to finish all directed by one of our principals.

Of course, professionals can simply save their valuable time and do what others on their level are doing. Just call us. In any case, producers and financial professionals acting on behalf of their clients should take into account the following factors before moving the life settlement process forward.

Know Your Client
By sharing some basic details about your client and their policy with Genesis, we can quickly determine whether or not you have a prospect for a life settlement. This saves you time and effort by pursuing only cases that fit current life settlement parameters (which are constantly changing.) It is important to know that all cases are different and our expertise is invaluable in walking you through these initial stages.

Only Work with Firms that Represent Multiple Funding Options
Genesis works with one of the largest and most diverse group of providers and institutional capital sources in the industry. This allows us to be confident that when we provide a final offer to a client, that client and his advisor are getting the very best price available and no opportunity has been left unexplored.

Does your Provider Carry Errors & Omissions Coverage?
Contrary to what you may think, many firms do not have errors and omissions insurance coverage in place to protect producers and advisors like yourself. Even if you have your own coverage, be sure it specifically covers life settlement transactions. Genesis is happy to extend its coverage to its advisor and producer partners.

Don't Underestimate YOUR Value
Regardless if you are an attorney, financial/estate planner, or accountant, your clients trust you with their financial future and well-being. Delivering beyond their expectations, without jeopardizing their principal (or your principles) has made you stand out in an otherwise cluttered field.

Though what's really made you the leader you are, is understanding the ramifications of the $492 billion in estimated maturity value of life insurance policies held by US senior persons. In today's uncertain economic climate, the immediate value of these policies via life settlements can make a world of difference for your client's world-especially when you consider a report issued by a leading life insurance research firm, which estimated over 20% of the policies in the nearly $500 billion senior life policy market are candidates for life settlements.

If your clients trust you the way that producers trust us, you can focus on capitalizing on this opportunity secure in the knowledge that we have got the macro and micro details covered, so you can turn an ordinary policy into an extraordinary opportunity today.