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LifeStyle Mission Statement

LifeStyle Insurance Services, Inc. is committed to providing innovative solutions that meet the lifestyle needs of aging citizens. We recognize each individual as unique and valued. We will act with honesty, integrity and the highest degree of professionalism and will train each agent we work with to act accordingly.

 

LifeStyle complies with the NAIC Model Act

The NAIC Model Act defines a life settlement broker as:

"a person that on behalf of a policy owner and for a fee, commission or other valuable consideration offers or attempts to negotiate life settlement contracts between a policy owner and one or more life settlement providers. Notwithstanding the manner in which the life settlement broker is compensated, a life settlement broker is deemed to represent only the policy owner and owes a fiduciary duty to the policy owner to act according to the policy owner’s instructions and in the best interest of the policy owner."

 

 

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