For Financial Advisors
Advisor Toolkit
Everything you need to introduce life settlements to your clients — professionally, compliantly, and with confidence. Download any resource below at no charge.
Built for the Way Advisors Actually Work
Most advisors leave significant value on the table because they don't have a repeatable process for identifying and presenting life settlement opportunities. These tools give you that process.
Start the conversation with confidence
Many advisors know life settlements exist but aren't sure how to bring them up. Our Conversation Guide gives you the exact language to introduce the topic naturally — without it feeling like a pitch.
Qualify clients in minutes
Stop guessing. The Qualification Checklist lets you scan a client's situation in under five minutes and know whether it's worth pursuing an appraisal.
Manage client expectations professionally
The Process Timeline hands clients a clear picture of what happens next, reducing follow-up calls and building trust in your guidance.
Stay compliant in every state
Amrita is nationally licensed and built these materials to reflect real regulatory requirements — not generic boilerplate. The Compliance Reference is updated regularly.
Downloadable Resources
Free for licensed financial advisors. The Qualification Checklist is an instant download — the full framework library is available by email.
Client Qualification Checklist
Quickly identify which clients may qualify for a life settlement. Covers age, health, policy size, type, and premium thresholds at a glance.
↓ Download FreeLife Settlement Conversation Guide
A step-by-step script and talking points to help you introduce life settlements to clients without confusion or resistance. Includes sample objection responses.
Settlement Process Timeline
A visual walkthrough of the entire life settlement process from initial appraisal to funding — so you can set accurate expectations with your clients.
Tax Implications Overview
A plain-language summary of the federal tax treatment of life settlement proceeds. Use this to brief clients before they consult their CPA.
Compliance Quick Reference
State licensing requirements, disclosure obligations, and key regulatory considerations for advisors who refer clients to life settlement brokers.
Need Custom Materials for Your Practice?
Amrita works directly with advisors to create branded, practice-specific materials — co-branded PDFs, client letters, and presentation decks tailored to your firm.