Retirees may aim to sell a policy above its cash surrender value or explore options to lower premiums and reduce the death benefit. Regardless of their motivation, retiree policy owners desire the ‘peace of mind’ that their policy’s ultimate value has been thoroughly explored.
Offer them a refund on a portion of their premiums and generate extra revenue.
Through Term Settlement, your clients have the opportunity to potentially reclaim some or all of the premiums paid for their term coverage.
For insurance agents, wealth management professionals, CPAs, or legal advisors, the significance of life settlements as a crucial planning tool is increasingly apparent. At Signature Blue Insurance Group, we excel in assisting you in identifying potential settlement cases among your existing clients. Count on us to guide you through options and determine the most suitable solutions for each policy that comes our way.
