Life Settlement Benefits for the Holder and Policy Expert

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Financial Professionals

Benefits of a Life Settlement

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Benefits for the Financial Professional

Create new capital for your client
Sell more needed or cost effective life products or annuities
Reduce lapse rates
Keep original policy in force
Offer a creative valuable service to your clients
Receive extra commissions
Keep renewal and trailer incomes

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Benefits for the Policy Holder

Purchase life insurance to cover estate taxes
Estate size changes creating the need for a larger or smaller face value to cover taxes
Fund new more cost effective coverage
Fund a life product that better suits individual needs
Purchase a survivorship policy
Pay off a debt
Funds for a charitable gift / Gift to family members
Create funds to invest elsewhere
More valuable alternative than surrendering a policy
Purchase long term care insurance

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Business Applications

Key-man insurance no longer needed
Buy/sell agreement is no longer needed due to a company sale
Purchase a minority interest in a business
Bankruptcy creates need for liquidation
Pay off company debt

Calculate Your Life Settlement

Do I Qualify?

Fill out our free policy calculator today to see if you qualify and find out how much you can get for your policy.

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