Life Settlement Circumstances
- Is the policy owner planning to surrender or lapse a policy?
- Have insurance needs changed?
- Has the insured outlived his/her beneficiaries?
- Are premiums now unaffordable?
- Has the insured’s health status changed since policy inception?
- Does the policy owner require funding to pay for Senior Housing and Long Term Care needs?
- Does the insured need new life insurance, annuity or long term care coverage?
- Does the insured wish to give to charity while they are still alive?
- Are estate taxes changing?
- Is the insured a retiring key-man or selling a company/partnership?
Contact us today for a
free, no-obligation consultation.
Call 1-888-670-7773 to learn more.