Magna Vera™ Life life settlements
NEW BUSINESS PROCESSMinimum Purchase
Please note, the client must liquidate any accounts to be used for the investment to cash prior to completing the application. They must know the exact investment amount when completing the documents.
Placement of advertisements and referral methods for your Private Practice are at your sole discretion. However, in order to solicit referrals, the Representative shall not make promises or issue any warranty either expressed or implied pertaining to the goods or services offered by the Company unless authorized in writing by the Company to do so.
Public advertising of any product offerings of HBC is strictly prohibited.
Materials Step 1
Review MaterialsWhat is the clients Net Worth?
The client will receive a Deposit Confirmation Packet in the mail once funds clear at the Escrow Agent. Client fulfillment kits are finalized when we are between 95-100% funded for that portfolio. Contact our Sales Team for the latest updates on the portfolio being funded. Fulfillment kits are securely emailed to the client for delivery. The client will sign digitally to acknowledge receipt. A PDF copy of the signed kit is available for immediate download from the system.