Next Generation Retirement Solutions

Location

Richmond, TX 77407


Life Insurance Settlements

How Life Settlements Can HELP You

Thousands of Americans have experienced the relief that a life settlement can bring to them and their families. But you might not realize what a life settlement can do. Here are a few samples we've generated, drawing from actual case data from one or more of our team members, so you can see what a life settlement can mean for individuals having different circumstances.

Old Man

POLICY SUMMARY

Policy Face Value.........$100,000

Annual Premium..............$4,000

HEALTH SUMMARY

Age | Gender.................73 | Male

Condition...........Diabetes & A-Fib

Cash Value: $1,222

$20,000 OFFER

Old Woman

POLICY SUMMARY

Policy Face Value.......$2,000,000

Annual Premium.............$79,000

HEALTH SUMMARY

Age | Gender...........83 | Female

Condition...........................Dementia

Cash Value: $0

$415,000 OFFER

Old Man

POLICY SUMMARY

Policy Face Value..........$500,000

Annual Premium...............$14,000

HEALTH SUMMARY

Age | Gender.................75| Male

Condition.....Heart and Lung Issues

Convertible Term Policy

$65,200 OFFER

  • Happy Couple

WHAT IS A LIFE SETTLEMENT?

A Life Settlement is the sale of an existing life insurance policy to a third party for more than its cash surrender value but less than its net death benefit. This allows policyholders to receive a lump sum of cash that can be used to meet specific financial goals, such as paying off debt, funding a child's education, or covering long-term care expenses.

QUALIFICATIONS 

  • MINIMUM AGE: 65+
  • FACE AMOUNTS: 100k+
  • POLICY TYPES: Term, Universal Life, Indexed Universal Life
  • POLICY ISSUED: 24+ Months
  • INSURED'S HEALTH: Minor, Moderate or Major Health Conditions

Our Life Settlement Partner

Our Life Settlement Partner provides advisors and clients with life settlement strategies and services. Our team has 100+ years of combined life settlement experience and has facilitated over $10 billion in life settlement transactions.

TALK TO US TODAY!
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