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Life Insurance Settlements

Lisa Rehburg, Broker

  • Writer's pictureLisa Rehburg

Life Settlements: An Option Worth Considering

Updated: Sep 2, 2023


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A recent Forbes article talks about how life settlements can be an option worth considering. Here's why:

  • A client's life insurance policy may be the largest asset they own.

  • As an asset, it has value.

  • Life insurance settlements fulfill a fiduciary duty to clients to look at all options for their unwanted, unneeded or unaffordable life insurance policy

  • Life insurance settlements are becoming an integral part of mainstream financial planning.

  • What many fiduciaries like about life insurance settlements is that it is an inexpensive way to discover the true market value of a policy.

  • The best part is that it's a no-cost, no-obligation appraisal.

  • This is a well regulated industry.

  • In 2021, the Life Insurance Settlements Association Market Data Collection Survey shows that selling a policy netted clients 7.8 times more money, on average, than their current policy's cash surrender value.

  • There has been and continues to be a general lack of awareness.

We're here to help.


Click here for the full article: Life Settlement: An Option Worth Considering


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