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There are many
situations where selling a life insurance policy can be advantageous.
The most obvious is when an owner is lapsing or surrendering
a policy for cash value. Other scenarios can include the following:
- The sale of a life insurance policy can create liquidity
from an otherwise dormant asset.
- You can receive over three times above the surrender cash
value as an alternative to surrendering the policy to the
issuing insurance company.
- A Key-Person policy is no longer needed due to retirement
or change in business structure.
- There is a need for new life insurance, annuities or long
term care.
- Estate taxes are changing (an alternative to a 1035 exchange).
- The current policy is too expensive.
- The insured has outlived the beneficiaries.
- To pay for long-term healthcare.
- There is a liquidation of assets.
- When circumstances change and the risk originally covered
by the policy is no longer present
Go to the Resource Center
for more information on Senior Life Settlements
Contact Us
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