In 2022, more than 9M policies lapsed, and only around 3,000 life settlement transactions were completed. Economic downturns increase lapse rates, and advisors have an opportunity to grow their business with a solution that helps their clients create a more stable financial future.
Learn more about the state of the market from one of the nation's leading experts on life insurance valuation and life settlements.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
Ashar Group is an industry leader in compliance. We believe planning professionals need to be confident that they are associated with a partner who is fully aware of the complexities the financial community faces today - both legally and ethically.
