Like real estate or fine art, a life insurance policy is an asset. Before making a recommendation or a decision about any asset, it's important to first know its value. The process uncovers the value of existing life insurance policies to arm financial professionals, fiduciaries, and policy owners with the information needed to make challenging and complex decisions.
Meet Bill
- Policy: $1,000,000
- Current Annual Premium: $36,000
- Cash Value: $27,000
- Life Settlement Value: $213,000
Policy owners should explore all non-forfeiture options to make an informed decision about whether a life settlement is the best option for them.
Does your Client's Policy Qualify?
If you're a professional seeking options, Dennis Twenge is here to work with you in developing successful solutions tailored to your clients unique situation.