Concierge Benefits
Everything You Need For Success
We’ve pioneered a proven method that is ready for you to follow with the tools you need to succeed. Here’s what we offer:
- Turnkey Book of Business policy review – We’ll help you discover eligible policies, especially those in danger of lapsing or being abandoned. Call 1-855-713-9904 to learn more.
- Webinars and other digital resources that give you access to knowledge and an edge as a leader serving your senior clients
- Compliance-approved marketing materials to spread the word about valuable funding solutions
- Access to the LifeCare Xchange® options for your clients
- No additional licensing required, simple registration process to become an appointed by GWG Life, and quick appointments
- Fast turnaround – offers typically come within 10 days; cases typically close within 30-60 days
- E&O coverage courtesy of GWG Life
- Compensation when GWG Life purchases a policy from your referral
Interested in hearing more about LifeCare Xchange®?
Let’s Stay in Touch!
Please complete the following form to opt-in for more information about upcoming events, webinars, trainings and other valuable information about LifeCare Xchange®.
I have more questions
FAQs
I’m too busy already. How can you make this easier for me to participate?
We know you’re busy running your business and do not have the time to review old policies. To simplify the process, one of our professionally-trained representatives will do the work for you to help you identify eligible policies in your book of business that could be Xchanged. Call 1-855-713-9904 for more details about a quick and easy policy review.
Is my client data safe?
Many protections are in place for you and your clients. Client data is protected through our confidentiality and non-disclosure agreement. GWG Life will only market the LifeCare Xchange program to your clients. Agents are covered under GWG Life’s E&O insurance protection.
How do agents get appointed?
Agents submit a simple application that will gather basic information such as name and contact info, life insurance license number, who their BGA or IMO is, and will authorize a background search. As part of the appointment process, GWG Life will need to determine BGA or IMO affiliations to properly establish compensation hierarchies. Call 1-855-713-9904 to start the process today.
What are the licensing requirements for agents?
There are no additional licensing requirements to become appointed by GWG Life. We will work directly with the client on the referring Agent’s behalf from the initial intake of the application, through the underwriting and review process, presenting the Policy Xchange offer to the policy owner and completing the transaction. GWG Life keeps the Agent informed through each step of the process.
GWG Life, LLC (“GWG Life”) is licensed as a provider in all states that regulate the secondary market for life insurance except for AK, LA, FL, ND and VT and licensed as GWG Life USA, LLC in IN. GWG Life’s services include viatical and life settlement contracts. Only intended for residents in states where GWG Life is authorized to purchase life insurance policies.
220 S. SIXTH STREET, SUITE 1200 | MINNEAPOLIS, MN 55402 | 1-855-713-9904 | agents@gwglife.com