Capitalize on 7 of the Most Common Life Settlement Situations

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A life settlement can be a great alternative to accepting the insurance company’s surrender value, if any, for a policy that is about to be lapsed or surrendered
While there are many reasons a policy may be terminated, certain scenarios are the most common.
Keeping an eye out for these situations is one more way for you to help your clients.
Some of the scenarios you will find in this guide are…

  • The sale of a business or other illiquid asset.
  • The policy is no longer affordable due to policy performance.
  • A decline in estate value and/or a decrease in estate tax liability. 

Find out all 7 common life settlement situations and increase sales now!
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