Here is how the process works:
- Complete a Tax Efficient Solutions, LLC inquiry package.
- We order all the insureds medical records.
- We order all the appropriate life expectancy reports.
- We order the insurance carriers illustrations.
- We do a detailed analysis of the policy’s current market value.
- We will send the package out to the market-place for the highest bid.
- Bids will be presented to you, the policyowner, for acceptance.
- If accepted, closing contracts will be ordered.
- We act as your broker in the transaction.
- Upon closing you will receive the proceed directly from the escrow agent.