Advance Inheritance has an attractive program for qualified brokers who refer clients to us. Advance Inheritance relies extensively upon qualified referrals from brokers and various other professionals involved with probates and trusts.
The frequency of extraordinary costs to the estate and of seemingly unending delays in liquidating and distributing the estate is difficult for most heirs to appreciate. A major challenge for Advance Inheritance and its brokers is to help the heir to understand how long it may be before distributions are received and, in some cases, the uncertainty as to how much, if anything, will be received. Advance Inheritance has years of experience in identifying and solving many of the problems that might occur in a transaction of this nature.
Some of the potential problems and pitfalls would include unknown creditor claims, the deceased's medical bills, will contests and/or claims by disputed heirs. There may be Federal and State income taxes owed by the deceased and/or the estate, estate taxes due, or even Federal or State tax liens or bankruptcy claims on the heir's inheritance.
Advance Inheritance addresses these and many other potential problems, and completes the transaction after the clients have been referred to us. Further involvement by the broker, after the initial referral, is rarely required. |
Compensation—Within 5 days of Advance Inheritance's cash advance to the heir, Advance Inheritance will pay a substantial referral fee, based on the amount advanced, to the broker or other referral source.
The Broker Action—A broker wishing to qualify a prospect for a specific transaction and establish a referral relationship with Advance Inheritance should complete any one the following steps:
• Call, fax or email Advance Inheritance with the name, address, and telephone number of the prospect.
• Advise Advance Inheritance of the referral by calling 800-624-0878 and have the prospect call Advance Inheritance at the same 800 number.
• Print out the Client Information Fax sheet (pdf), fill out the form and fax it to Advance Inheritance at 818-407-5168 |
