Post-Presentation Survey

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i.e. Retirement Planning, Estate Planning, Charitable Planning, etc.
Did the presentation improve your understanding of life settlements and life insurance valuation?(Required)

This 3-minute questionnaire will help us give insight into whether a policy has life settlement value. If the option is chosen, our proprietary auction platform ensures the best offer for the policy.

Success Stories

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
June
INSURED
June, 84

Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.

Type of Policy
Survivorship UL - One Deceased
Policy Face Value
1,500,000
Cash Surrender Value
25,000
Life Settlement Value
475,000
LEARN MORE
Ceilia
INSURED
Cecilia, 85

Liquidity constraints reduced donations
Cash created donation for the charity she loves.

Type of Policy
Universal Life
Policy Face Value
3,000,000
Cash Surrender Value
48,000
Life Settlement Value
1,100,000
LEARN MORE
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