Estate Planners and Financial Advisors have an obligation to inform and guide their clients on all aspects of life insurance, including Life Settlements:
*If estate taxation is eliminated, would some coverage become redundant?
*How much after-tax cash might each policy owner receive from Life Settlements?
*What additional investments could be purchased with Life Settlement proceeds?
*Should additional coverage be sought, before transacting a Life Settlement?
*If new insurance is needed, should single and joint life designs be considered?
*How much of any new coverage should be owned by a Trust?
We represent the policy owner, and are relentlessly effective in obtaining the highest bids from the most Funders. Our experience in financial services stretches back to 1965, and in Life Settlements to the late '90s. We are privately owned and completely independent. Our personal service includes extended hours and solid support. Excellent compensation is available for practices which accept referral fees.
To begin the appraisal process, call 877.224.2202 and let's talk. A confidential pre-application may be Emailed. We will explore every point of concern, answer questions, and send you an appropriate application with instructions.
|Not Registered In Texas|
Life Settlements and Real Estate Investing Cash from Life Settlements can boost real estate holdings.Many seniors do not realize that there are no restrictions on the use of their Life Settlement proceeds...
Premium Financing. Affluent insureds can use leverage to buy life insurance using recourse and non-recourse premium financing. After two years, the coverage may be sold as a Life Settlement, or retained....
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