Cash Surrender Value
Few clients realize that a life insurance policy can be sold for a fair-market value that may far exceed its cash surrender value.
Part of the planning process for clients over age 65 should be determining the fair market value of their life insurance.
In helping a client decide whether to lapse, surrender, maintain or rewrite existing coverage, it is essential to offer the best life insurance appraisal services.
Life Settlement Pro will assist you or your clients over 65 who want to lapse or surrender their life insurance due to:
> Under-performing policies
> Sale of a business
> Divorce or bankruptcy
> Retirement
> Defective ILIT
> Family issues
> Estate tax reform
> Replacement of existing policy
