2007 AIM Life Settlement Survey

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2007 Senior Life Settlement Survey

Thank you for participating in our 2007 Senior Life Settlement survey. Past surveys have confirmed that as a financial resource, life settlements are under utilized. The most common reasons cited for this were general awareness and lack of available training. While the results of our 2007 survey will continue to provide valuable insights into the state of the industry, the primary focus of this year's survey is to gather valuable data to assist advisor's, such as you, in an effort to more effectively market and close life settlement cases.

Please complete all 15 questions. Experience in life settlements is not a requirement for taking the survey, as we aim to generate a relevant sampling of all industry viewpoints. Responses are anonymous.

1) Which title best describes you?
Insurance Producer
Insurance Broker
Financial / Estate Planner
Senior Advisor
Attorney
CPA
Trust Officer
Banker
Other (list here)

2) What is your general view of the senior life settlement marketplace?
Positive
Indifferent
Negative

3) How has your view of the senior life settlement marketplace changed over the past 3 years?
Improved
No change
Declined

4) Have you ever participated in the closing of a life settlement case?
Yes
No

5) If yes, how many life settlement cases will you close in 2006?
Enter amount here

6) How many life settlement cases do you expect to close in 2007?
Enter amount here

7) In the past 2 years, have any of your clients - over the age of 60 - canceled or lapsed a life insurance policy, without seeking a life settlement appraisal?
Yes
No

8) In your opinion, is it part of an advisor’s fiduciary responsibility - where appropriate - to inform clients about a life settlement?
Yes
Uncertain
No

9) How do you rate your knowledge of the life settlement process?
Strong
Fair
Poor

10) How did you acquire your knowledge of life settlements? Check all that apply
Industry publications
Direct contact with life settlement companies
The Internet
Hands on experience
Word of mouth
Training sessions
Other (list here)

11) Were you to receive training and/or marketing support in life settlements, which medium would you prefer?
Check all that apply
Video presentations
Audio presentations
Webinars
Print marketing materials
Customizable materials
Training seminars
One-on-one telephone training
Email / newsletters
Websites
Other (list here)

12) Besides a periodic review of your current clientele, what are the most important means for identifying and prospecting to life settlement candidates?

* Referrals	Highly Important	Somewhat Important	Not Important
* Seminars	Highly Important	Somewhat Important	Not Important
* Direct Mail	Highly Important	Somewhat Important	Not Important
* Print advertising	Highly Important	Somewhat Important	Not Important
* Radio	Highly Important	Somewhat Important	Not Important
* Trade shows	Highly Important	Somewhat Important	Not Important
* Telemarketing	Highly Important	Somewhat Important	Not Important
* Website	Highly Important	Somewhat Important	Not Important
* Other (list here)

13) Commissions are available from a number of areas related to the life settlement process. How do you rate your knowledge of life settlement commission opportunities?
Strong
Fair
Poor

14) Rate these factors as they pertain to the selection process of a life settlement company

* Ability to deliver the highest settlement amount.	Highly Important	Somewhat Important	Not Important
* Membership in the Life Insurance Settlement Association (LISA).	Highly Important	Somewhat Important	Not Important
* Ease of application. Thorough and expeditious case processing.	Highly Important	Somewhat Important	Not Important
* Regulatory and state licensure compliance.	Highly Important	Somewhat Important	Not Important
* Ability to expose cases to the widest body of qualified funders.	Highly Important	Somewhat Important	Not Important
* Personalized service level of individual representative.	Highly Important	Somewhat Important	Not Important
* Company's marketing support and training.	Highly Important	Somewhat Important	Not Important
* Commission / fee structure.	Highly Important	Somewhat Important	Not Important
* Years of service in the life settlement industry.	Highly Important	Somewhat Important	Not Important
* Other (list here)

15) Please add any suggestions, comments or questions here...

All answers to this survey are sent anonymously, so if you would like more information, please complete the following:

Name

Phone

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