Is it for me

Am I eligible? What are my options? How likely is a life settlement for your policy? Complete the following worksheet to find out!

While a life settlement is not appropriate for everyone, there are many cases where the sale of unwanted or unneeded life insurance makes great financial sense. In the past, seniors called their insurance company, requested a check for their cash value and cancelled the policy.

There is another option! Eligible seniors can sell their policy in a Life Settlement for up to 5 times the cash surrender value.

  1. Client age and gender




  3. Medical Condition




  5. Policy Type




  7. Current cash surrender value of the policy as a percentage of the death benefit




  9. Outstanding loans as a percentage of the death benefit




  11. Current premiums as a percentage of the death benefit




 

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