What are Life Settlements?
Am I eligible?
What Options Do I Have?
Is It Right For Me?
Why Should I Consider It?
How Much Can I Make?
Are There Tax Issues?
What Is The Process?
What Should I Prepare?
What Should I Look For?
How Do I Start?
Where Can I Learn More?
Regulatory bodies and Information sources for Life…
Life Settlement Funds
Your Life Settlement Questions. Answered.
How To Squeeze Cash Out Of Thin Air During The Credit…
Value for Creditors? The Hidden Potential in Life…
The Stranger Among Us - Betting on strangers' life…
Glossary of Life Settlement Terms, Part 2
Glossary of Life Settlement Terms, Part 1
Life Settlements: Their Creation and History
The CSF System Promises to Revolutionize the Life…
The new tool all financial and estate planners are…
Finding the True Cash Value in Your Insurance Policy…
Online Marketplace for Life Settlement Transactions…
In The Press: New Web Portal Launches to Reach Consumers…
In The Press: LiveSettlements.net Delivers Independent…
Identify your risks, increase your rate of return.
Deciphering the Life Settlement Process
Death and Taxes? You can be certain!
Alternatives? What other choices do I have?
Baby boomers! Can't wait for that perfect vacation?…
Exceeding Expectations. Enjoy the perfect retirement.…
Pressured by your premiums? Sell your life insurance…
Important tool for insurance agents: Life Settlements…
Prosper on the secondary market: A new solution for…
Selling yourself short? The other side of Life Settlements.…
Kudos! Selling your insurance policy is a walk in…
Senior citizens! New business model focusing on on…
How to cheat death, or at least make a buck out of…
The viatical fraud, how modern medicine changed everything…
Sudden change in health? New solution to help pay…
Win-Win situation? Who's the big loser? (Part 4 of…
Lawmakers take notice: NAIC revises Life Settlement…
SOLI - Stranger Owned Life Insurance (Part 5 of 11)…
Does this suit you? (Part 6 of 11)
Terrified by unscrupulous agents? Focus on insurable…
Illegal rebating. Guard against malpractice (Part…
Who ends up owning your life? (Part 9 of 11)
Too good to be true? The hated tax issue. (Part 10…
Free money for the wealthy. Liquidity for the underpriviledged.…
Examples of how a Life Settlement can help you
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Agee Fisher Barrett, LLC
750 Hammond Dr
Atlanta
GA
30328
afbllc.com
tracy.barrett@afbllc.com
Our firm has over 24 years of experience in the Atlanta market and our partners and principals contribute a variety of backgrounds in various disciplines. At AgeeFisherBarrett, LLC, you will find not only Certified Public Accountants, but also Chartered Accountants, Certified Financial Planners, Personal Financial Specialists and Certified Valuation Analysts. Founded by Edward Agee and Jack Fisher in 1981, the firm has grown to become successful and cutting-edge. As a result, AgeeFisherBarrett, LLC, has become a well-established Atlanta based, full service CPA firm now serving local, regional, national, and international clients of varying size.
Internal control:
* System analysis and documentation
* Quarter/periodic reviews to monitor compliance with controls
Specialized tax services:
* Last-in, first-out (LIFO) inventory valuation
* Leasing analysis, estate valuation and planning, sales tax reporting, representation before the Internal Revenue Service
Acquisitions - sales or mergers:
* Assistance in negotiations
* Tax and business structure
* Loan acquisitions, real estate, working capital
* Franchise applications and structure
* Business plan
Operational:
* Business succession plans
* Trend analysis
* Forecast and budgets
* Computer Hardware/Software selection, setup and implementation
* Comptroller training
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68 Year Old Male
$200,000 Convertible Term Life
$0 Surrender Value
Paid: $40,500
66 Year Old Male
$1,500,000 Universal Life
$76,537 Surrender Value
Paid: $265,000
56 Year Old Male
$1,500,000 Convertible Term Life
$0 Surrender Value
Paid: $360,000
PolicyOptions Acquires Golden Gateway's Life Settlement Business - The Life Settlements Wire
29 July 2010, 1:08 am
Life settlements are DOA as an investment - MarketWatch
28 July 2010, 9:01 pm
Life Partners to Hold Annual Shareholders' Meeting - MarketWatch (press release)
28 July 2010, 1:07 pm
PolicyOptions Acquires Life Settlement Division of Golden Gateway Financial, Inc. - PR Web (press release)
28 July 2010, 8:19 am
Oxford Life Unveils New Medicare Supplement Insurance Plans - PR Newswire (press release)
28 July 2010, 5:02 am
Head Announces Retirement from LISA at End of Year - The Life Settlements Wire
28 July 2010, 1:03 am
Absolute Life Settlements Starts Business, Buys $10M in Policies - The Life Settlements Wire
28 July 2010, 1:03 am
States pitted against federal regulators over life settlements - InvestmentNews
26 July 2010, 2:03 pm
Congress Should Define Life Settlements as Securities, SEC Report Says - The Life Settlements Wire
23 July 2010, 1:19 am
Life Settlements in U.S. May Have High Fees, Lack Transparency, GAO Says - Bloomberg
21 July 2010, 9:34 pm
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