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Have your needs changed and you no longer need or want your life policy?
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Do you own a Term policy that has a conversation option, but it's too expensive to convert?
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Do you want to surrender/cancel your permanent life policy?
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Do you want to know if it's best to stay the course or want to know to how restructure your policy?
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Do you need help requesting or understanding your inforce illustration(s)?​
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Did you know there are three types of life settlement options to consider? These include the traditional life settlement, the retained death benefit, and the hybrid life settlement.​
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Are you curious about the value of your life insurance policy? We do a full appraisal of your policy value.
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Are you concerned about getting the best price for your life policy? Our Team will ensure you get a strong offer for your policy in the market.
In addition to our attorney, our TEAM includes experienced CPAs, CFPs, and CLUs who are life insurance product experts—who will also guide you through the process. We offer a comprehensive analysis tailored to your specific case, providing you with comparative options & strategies. This approach ensures you have a clear understanding of your current policy's details and it's market value. NOTE: We do not review life settlement funds or investments.
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For more information, read our "Life Settlement: Myths, Truths, and FAQs" blog
