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Tradewind Franchise Opportunity

Tradewind Settlements

Tradewind's management has bought and sold hundreds of millions of face amount of life settlements. Collectively our partners have been involved with the life settlement business for almost 20 years. Tradewind has designed a program for an individual seeking to enter this growing multi-billion industry while having the support of an experienced team. Tradewind's corporate office is located in Jacksonville, Fl. The Industry: A life settlement is the sale of an existing life insurance policy of someone age 65 or above on the secondary market for more than it's cash surrender value. For insured's who can no longer afford or need their insurance policy, it can be a wonderful solution. There are trillions of dollars of insurance policies; a percentage will always want to sell for cash. The business can be done in any city across the United States. This is a Home Based business. Market Outlook: This program is designed for someone that has no background in life settlements or minimal experience and wants to develop the life settlement market in their area to something sizeable. Despite being a multi-billion dollar growing industry, we are the only company to provide comprehensive training, back-office support and marketing resources and strategies that have a history of success.

In addition to life settlements the agent will also have the ability to settle structured settlements & fixed annuities.

Established: 2000
First Unit Franchised: 2012
Franchised Units: 55
States Registered In: We are licensed to transact life settlements in 48 states with the exception of Oklahoma and North Dakota.
Canada Franchises: No
International Franchises: No

Cash Investment: $24,950
Total Investment: $24,950
Franchise Fee: $24,950
Passive Ownership: Yes
Home Based: Yes
B2B: No
Master Franchise Opportunities: No

Financial Assistance Provided: No
Site Selection Assistance: Yes
Lease Negotiation Assistance: No
Recruiting Assistance: No
Co-Operative Advertising: No
Training: Yes, we offer a weekend training in Jacksonville, Fl. Training for new sales offices is every 6 weeks. We teach new agents the entire life settlement, structured settlement and fixed annuity business.
Other Info: This is a business opportunity and not a franchise thereby giving the owner flexibility in operating the business.

Network with any professional: (example: elder law attorney, estate planning attorney, financial planner...) who services the senior community; or network directly with seniors to explain life settlements and how it can be used as a financial solution to a financial problem...or as a private pay solution for long term care. Once a policy is located, complete an application and submit it to Tradewind with a copy of the policy. Tradewind will present the policy to our exchange of 20 institutional investors to receive the highest offer on the policy. The agent will present the offer back to their client and complete the closing documents. Commission paid to the agent is 3% of the face value of the policy. Example: A 1Million dollar policy will generate $30,000 in commissions. The average life settlement policy in the industry is $1.9Million.

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Tradewind Franchise
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Tradewind Franchise Costs

Tradewind Franchise

Capital Required

• Total Capital Investment
   $23,000 - $24,950

• Liquid Capital Requirement

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