Create new revenue streams through the life insurance valuation and life settlement discussion. Life insurance is an asset and should be appraised like any other property. A liquidity event created by the sale of an existing life insurance policy can be used for planning and increases AUM.
THE IMPORTANCE OF A POLICY AUCTION
The best way to maximize life settlement value to clients is to execute an auction that forces competition among buyers. Buyers are looking for the best rate of return for the investors they represent. As a life settlement fiduciary licensed to represent the best interests of the policy owner, we use our proprietary policy auction platform to create competition and negotiate the best offer for your client.