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LIFE INSURANCE SECONDARY MARKET
We have prepared a basic discussion in a slide show format of 9 pages to introduce you to this maturing market. Anyone age 65 or older who is considering the cash surrender or lapsing of a policy either term, UL or whole life may wish to consider this financial alternative versus surrender for the cash value or lapse. You may receive more cash for your policy, if you qualify, than its current cash surrender value. This strategy may not be appropriate for everyone and should be discussed with your advisor before proceeding.
To qualify you are generally over age 65; have a policy over $250,000 issued at preferred rates or a term plan that is still convertible to UL or whole life; no longer have a need for this life insurance do to death of a spouse, your business needs have changed or your state planning has changed; or you are retired and can no longer afford the premium. Please click the attached link for life settlement 101. Below also is a link for a non-binding application to submit.
Source: Advance Equity Group (AEG)
›› Click For Presentation
›› Click here to request an Life Settlement Application |
