HTK Financial Professionals

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Leverage our negotiation power to maximize offers.

Get the life settlement conversation started with clients. Contact us for proprietary marketing and policy screening resources.

We're here to help with any questions! Call or email us below. Or, schedule some time with us by clicking on the calendar icon.

Success Stories

Diane - Funding Long-Term Care
INSURED
Diane, 92

Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.

Type of Policy
Universal Life
Policy Face Value
500,000
Cash Surrender Value
12,000
Life Settlement Value
225,000
LEARN MORE
Meet James. Age 75
INSURED
James, 72

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy
Term Conversion
Policy Face Value
5,000,000
Cash Surrender Value
0
Life Settlement Value
750,000
LEARN MORE
Thomas and Katherine
INSURED
Thomas, 82 & Katherine, 79

Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.

Type of Policy
Survivorship GUL
Policy Face Value
10,000,000
Cash Surrender Value
69,000
Life Settlement Value
2,800,000
LEARN MORE
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