Life Settlement Blog

The “Senior’s Right to Know” Movement Gains Momentum

What if a senior no longer needs their life insurance? In the summer of 2017, the State of Florida gave a jolt to the growing “Senior’s Right to Know” movement in America – and all registered financial consultants need to be aware of these latest developments. The Florida legislature passed an important piece of [...]

The “Senior’s Right to Know” Movement Gains Momentum2018-10-09T07:55:38+00:00

5 Questions To Ask During A Life Insurance Policy Annual Review

A life insurance policy is an important investment for consumers. We’re diligent about choosing a policy that seems to best meet our family’s needs and then we reliably make those required premium payments on time so we can keep the policy in-force as the years go by. Unfortunately, too many seniors tend to just [...]

5 Questions To Ask During A Life Insurance Policy Annual Review2018-09-17T12:29:31+00:00

Life Settlement Case Examples

As a broker, we will work on anything that we can find a buyer for. Currently, buyers are targeting seniors over the age of 70, or policy holders with terminal illnesses of any age. Learn more about who qualifies for a Life Settlement. It can take 6-8 weeks to [...]

Life Settlement Case Examples2018-05-02T08:04:48+00:00

A Closer Look Proves Beneficial

An 89 year old female approached an agent of ours about reducing the face value of her $4,000,000 policy due to increases in the premiums due.  This universal life policy had been issued 15 years earlier and premiums were now projected to cost $467,227 annually to properly fund the policy to age 100. The [...]

A Closer Look Proves Beneficial2018-04-25T11:33:46+00:00

I was able to trust you on many levels

Hi Stavros, I wanted to take a minute to thank you for the great service we received from you during the sale of our life insurance policy. From our first conversation, I felt you were knowledgeable and honest. This process is difficult for the family forced to sell the policy their loved one intended [...]

I was able to trust you on many levels2018-03-27T07:32:49+00:00

Small Life Settlement Deals Work

"Thanks Noam for everything. If you hadn't taken the time to fool with this small deal, nothing would have occurred." -Warren W. As a broker, we will work on anything that we can find a buyer for. Currently, buyers are targeting seniors over the age of 70, or policy holders with terminal illnesses [...]

Small Life Settlement Deals Work2017-11-25T17:18:01+00:00

Rick Thinks Life Settlements Will Help Consumers

"​Life Settlements are the best insurance product I've seen come along in this industry. Its so pro-consumer.​" -Rick B. Read More Testimonials As a broker, we will work on anything that we can find a buyer for. Currently, buyers are targeting seniors over the age of 70, or policy holders with terminal illnesses [...]

Rick Thinks Life Settlements Will Help Consumers2017-11-21T09:17:07+00:00

I wanted to communicate our sincere thanks…

Noam, I wanted to communicate our sincere thanks for the guidance you provided as you have stepped my family through this process. We found ourselves in an un-enviable position medically that left us very vulnerable. Medically, we are working through those challenges in front of us, but financially, we were struggling to balance and prepare [...]

I wanted to communicate our sincere thanks…2016-10-20T09:14:09+00:00

Alternatives To Lapsing A Life Insurance Policy

Life insurance is an important financial planning tool. It's also flexible and useful in many different situations and scenarios. In fact, there are all sorts of reasons why people purchase life insurance in the first place. On the flip side, there are also many valid reasons why most people end up lapsing that same [...]

Alternatives To Lapsing A Life Insurance Policy2016-10-22T08:07:12+00:00