PRIVATE LABEL PROGRAM |
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If you are an advisor that engages in life settlement transactions on a regular basis, you can offer a private label version of Provada's services to your client. Gain a sustainable, competitive advantage by partnering with Provada for life settlement brokerage.
Backoffice
As part of our Agency Process Outsourcing℠ solution, Provada will be your backoffice in the marketing of life settlements to your clientele. You bring in the clients and we'll take care of the rest. From obtaining attending physician statements and life expectancies, to packaging the policy for review by over 40 institutional funding sources, to negotiating the final acceptance and managing the closing process. You can be assured that Provada will handle your cases with the highest priority and due diligence.
Marketing
Provada will provide you with the tools and resources to market life settlements to clients and prospects. We will customize Powerpoint presentations, brochures, handouts, and advertisements to include your branding and personalization. In addition, we can create and manage email marketing campaigns to your database of life settlement candidates.
Website
Even with seniors, the Web is a vital marketing tool. Provada will customize, host, and manage a life settlement website on your behalf. We'll use your domain name (subject to availability) and branding to create a personalized life settlement portal as a stand alone website or in conjunction with your existing site.
Contact us to learn more about Provada's solutions for financial advisors. |
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