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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.
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.
Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.