Life Settlements
for Licensed Agents
Get the tools and expert advice you need to unlock opportunities
for life settlements with your clients.
Fast and Simple from Estimate to Close
Benefit from Magna’s financial technology, making the life settlement experience faster and easier from
estimate to offer and close.
Our Fast and Simple Process
1) Use Our Calculator
Unlock your client's opportunities for life settlements.
2) Apply Online
Even for the insured, our fast, easy and secure online process takes time and friction out of applying for life settlements.
3) Get an Offer!
Magna’s dedicated, friendly case management team is available to help the insured throughout the process—from guiding them through the online application to calling the insurance carrier together for policy details. In some cases, Magna may be able to present a formal offer the same day!
Book of Business Valuation and Case Tracking Tools
Beyond enhancing the life settlement experience, we have resources to help you identify the unrealized value in
your existing book of business and track each opportunity’s progress.
InForce Policy Management Platform
Independent agents with a portfolio containing mostly convertible term or universal life of older Americans’ policies receive prepaid vouchers that offset a subscription to Proformex. The platform helps you monitor, modify, replace or even sell your client’s life insurance policy to best meet their current needs.
Real-Time Case Tracker
Magna’s Tracker gives you access to check the status of your cases, including life settlement applications in progress. Clearly see where your cases are in the life settlement process, from submission to close.
Compelling, Comprehensive Marketing Programs
Let Magna’s marketing tools do the work for you! From educational materials and digital files branded for your website to sophisticated email marketing tools.
Print and Digital Educational Materials
Gain access to our resource library of marketing content to educate your clients about life settlements. Resources include whitepapers, articles, infographics, submission packets, stock photos, ad copy, videos, presentations and more.
Email Marketing Automation
Benefit from our sophisticated email marketing automation platform that will notify the insured with reminders and guidance to complete MyMagna while providing steps to contact our case management team.
Appointment Setting and Annual Review Team
Allow our customer service professionals to complement the digital and automated marketing efforts.
Why Magna?
Our mission at Magna is to enable financial professionals to nurture trustworthy, solutions-oriented relationships with their senior clients.
Magna has developed sophisticated, proprietary financial technology, exclusively for the life settlement industry, enabling faster offers, a more professional experience for policyowners and insureds, and unparalleled innovation—saving you time while increasing your commission opportunity.
Magna Life Settlements is a leading life settlement provider active in the life settlement industry since 2004. Magna paid almost half a billion dollars to consumers for their life insurance policies in the past five years. We are licensed or qualified to do business in all 50 states.
Join the Magna Licensed Agent Program
LEARN MORE
