These are the top five questions people ask us when considering a life settlement. #1 | Who will buy my policy? Life insurance policies are purchased by entities licensed by the state, called providers. These providers represent a variety of buyers, including institutional capital, family offices, private investors, etc. #2 | When should I consider
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As your clients’ trusted advisor, they look to you to bring them new and creative ways to maximize their financial assets. And the best way to keep them happy is to not only meet, but to exceed those expectations. Surveys show that 90% of policyholders who have let their policies lapse would have considered selling
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