Estate Planning    Wealth Accumulation    Premium Financing    Foreign Nationals     Charitable Giving     Defined Benefits

Why would someone consider a life settlement?

(Life Settlements)      Hidden Value      Ideal Candidates      Transaction Process      Retained DB      Life Insurance Audit

  1.  The policy is simply no longer needed or wanted.
  2.  The policy does not serve it’s intended original purpose.
  3.  Premiums are no longer affordable.
  4.  Cash is needed for retirement.
  5.  Financial assistance is needed to pay for medical bills.
  6.  Funds are needed for long-term care.
  7.  A family business is sold, or the owner retires, and the insurance is no longer needed.