Now is the time to integrate the life settlement conversation into your planning conversations with clients and help reduce financial pressure on families, businesses, and charities.
Learn more about the planning scenarios generating the best life settlement offers in the market today.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
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.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.