Life Insurance and Annuities are assets, just like real estate, that have a market value based on supply and demand. If you decided to sell your home, you could sell it on the open market for a fair price to a qualified buyer. It’s the same with Life Insurance and Annuities. But instead of the real estate market, you’re selling these assets on what’s called the Secondary Market.
So, why not get a secondary opinion® of potential secondary market value before you make any final decisions about existing life insurance or annuities?
Prior to the emergence of The Secondary Market, policy owners had few options when surrendering or lapsing a policy. Traditional exit-strategies (letting it lapse, surrendering the policy, or completing a 1035 exchange) are smart choices in some circumstances, however, the potential for a policy to be sold on the Secondary Market and to generate cash flow makes it an attractive alternative for advisors and their clients.
Take a few moments to complete our simple 7-question policy value quiz at https://ashargroup.com/quiz/