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Top 10 Reasons for a Life Settlement

  1. The policy owner requires funding to pay for senior housing and long term healthcare needs
  2. The policy owner is planning to surrender or lapse a policy
  3. The policy owner’s insurance needs have changed
  4. The insured outlived his/her beneficiaries
  5. Premiums are now unaffordable
  6. The insured’s health status has changed since policy inception
  7. The insured needs new life insurance, annuity or long term care coverage
  8. The insured wishes to give to charity while they are still alive
  9. Changes in estate taxes
  10. The insured is a retiring “key-man/woman” or is selling a company/partnership

Contact us today for a free, no-obligation consultation.

Call 1-888-670-7773 to learn more.