Life Settlement, know the value of your life insurance

Do your clients know the fair market value of their life insurance policies?
Do you know the value of your life insurance?

In a recent case, a 77 year-old man had a $3.9 million policy that was not performing up to expectations. His advisor recommended that the policy be appraised. A Life Settlement Company determined that the market value of his policy was $740,000, four times its cash surrender value. The client decided to sell the policy and use the proceeds to fund new, more cost-efficient insurance. The new policy had a face value of $4.4 million and significantly lower ongoing premiums. Such life settlement cases are an everyday occurrence now that the secondary market for life insurance has transformed the financial planning landscape for high net worth individuals.

Call today for a free evaluation of your life insurance policy. 1-888-973-8377