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A life settlement is not just any transaction ... ... a life settlement is often a good business decision.
This case involved a life insurance policy owned by a family trust. When the insured retired and sold his dealership, he no longer needed the policy, but wanted to put more cash into the trust. We presented him with an offer that was approximately 47 times the cash surrender value. He decided a life settlement would be the best option, and we were glad to be a part of the solution.
Policy Face Amount: $650,000 Premium Payments: $ 13,704 Cash Surrender Value: $ 2,309 Life Settlement: $110,000
We share the CPA's fiduciary duty to obtain the highest possible offer for each senior's life insurance policy. Returning multiple, competitive offers is what we do best.
Learn about the business uses for life settlements.
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Complete the form boxes below to download white paper entitled "The Business Uses for Life Settlements."
Company:
e-mail:
Phone: Have you ever done a Life Settlement before ? YES NO
Call us at 1-800-561-4148
Advanced Settlements, Inc.
This ad is intended for insurance and financial professionals only. The above case example is for illustration purposes and does not represent future or previous offers, statements, percentages or amounts. Actual results will vary. The average purchase price obtained by viators is approximately sixteen percent (16 %) of the face amount of a qualified life insurance policy. Some or all of the proceeds of a life settlement may be taxable under federal or state income tax laws. Advice from a professional tax advisor is recommended. Life Settlement amounts are based on numerous factors. Advanced Settlements, Inc. is a licensed broker or producer in all states where life settlements are regulated, except Kentucky, Oklahoma and Montana. © 2005 Advanced Settlements, Inc. All Rights Reserved.
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