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RESOLUTIONS THAT WILL PAY OFF BIG
BACK AND BIGGER THAN EVER After a restful holiday season, we are excitedly gearing up for one of our most ambitious conference schedules ever. In 2008 we will be on the road attending and exhibiting at the usual events, including AALU, NAILBA, NAIFA and Senior Market Advisor Expo. We plan to attend some new venues as well, including The International Forum Annual Meeting and the 42nd Heckerling Institute on Estate Planning. We can't wait to get out and meet new people, see old friends and spread the word about Life Settlements and The Lifeline Program®.
TURNING NOTHING INTO SOMETHING Policy: Term Insured: Male, age 65 Gross Face Amount: $3,000,000 Cash Value: $0 Purchase Price of Policy: $930,000 (31.5% of face) The client met with his agent who suggested he convert the term policy and go for a Life Settlement. Rather than letting the policy lapse and getting nothing, he received a $930,000 cash settlement and was able to use those funds for other investment vehicles.
To ring in the New Year with a twist, we are giving you a double dose of our outstanding employees. This month we are featuring Olga Vitkin and Nicholas Zimmerman in our Employee Spotlight.
EMPLOYEE SPOTLIGHT
I have been with The Lifeline Program® for more than four years as an underwriter of medical reviews. While this is my first full time position out of school, I have long had an interest in the medical field. Prior to working at Lifeline, I worked for a physician's referral service in Cleveland, Ohio. On a daily basis I work closely with our processing, underwriting and pricing departments. Once we have received medical records on a policy, I review them and submit to our external medical review vendors. As their evaluations come back to our office, I either decline them based on life expectancy or submit them to our pricing department to take them to the final steps of generating the offer.
Since joining The Lifeline Program two years ago as a Network Manager, I have had the opportunity to really watch the company grow and take their technology initiatives to the next level. My 6 years of IT experience and prior position as a field technician for Dell computer systems, has been a tremendous asset in helping manage the companies network and IT solutions. Working closely with every department within the company, I maintain all networks and servers, including computers, security systems, telephone systems and other hardware. Additionally, I research and implement new technologies to benefit the company in the long run. What I enjoy most about working at The Lifeline Program® is the fact that the company has a lot of interest in being on the technological cutting edge. I have the freedom and trust to research and recommend new products that are beneficial to the future growth of the company and have them approved and installed.
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The Lifeline Program 1979 Lakeside Pkwy, Second Floor Atlanta, GA 30084 800.252.5282 "Lifeline Newsline" is intended only for life insurance & financial professionals and life settlement brokers, and is not intended to be an advertisement, is presented for informative purposes only, and neither purports to be nor is presented as legal or professional advice of any kind. If you are not a life insurance & financial professional, or a life settlement broker then please disregard this communication. Wm. Page & Associates, Inc., d/b/a The Lifeline Program®, does not guarantee or warranty the accuracy of the information herein. Please consult with independent, trusted, professional advisors regarding the matters addressed herein. © 2008, Wm. Page & Associates, Inc., d/b/a The Lifeline Program®. |