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The Settlement Masters™ Process

Our Unique Approach

The Masters ProcessTM

  • The Settlement Masters definition of a life settlement is the sale of a life insurance policy to an institutional trust in return for cash.

  • Currently, 42 states and the territory of Puerto Rico regulate life settlements. Today, eight states have adopted regulations that require an insurance company to provide written notice to senior policy owners who are facing the lapse of or are intending to surrender their insurance policy that a life settlement is an option that should be considered. A prospective client should also consider using a life settlement broker that demonstrates an excellent reputation and years of experience.

  • Some may wonder why anybody would want to sell their insurance policy. Generally we see four primary reasons a sale should be considered:

    1. You've outgrown your need for the policy
    2. New goals within your life's plan
    3. Your life insurance policy hasn't performed as you expected
    4. Estate Tax and Business Continuation Plans have changed
  • If you are 65 or older, have some health concerns or impairments and the insurance company that issued your policy is "A" rated or better, you may qualify for a life settlement.

  • Settlement Masters has created The Masters Process™ that each life settlement client is walked through. The various stages are outlined in the adjacent process wheel starting with a client or advisor identifying a settlement opportunity.

Call (877) 927-7243 to arrange a time and discuss how we may be able to help you or see if you Qualify for a Life Settlement.

Settlement MastersTM secured our client $1,460,000 for a $10 million dollar term policy.

"Our client had a $10 million dollar term policy for 10 years. His premium was about to jump. The client was no longer interested in funding the policy at the increased cost and was going to let it lapse. Our client allowed us to have the contract appraised in the secondary market and we were able to negotiate an amount of $1,460,000 to the client. Prior to the appraisal the client had no expectation that the policy had any worth beyond the death benefit."

Situations like these might make a big difference in your life and/or other peoples lives around you. Many clients have benefited from talking to us.

Grab your phone and call (877) 927-7243 to appraise your life insurance policy today. It might be worthwhile!

Customers Trust Us

 

Recent Articles

 
Posted Nov 08, 2017

Are you retired and stressing over money?

Don’t Worry – Be Happy – Life Settlement is the Solution to Your Financial Problems Stressing about money issues is familiar to most people. Many of us […]

Posted February 26, 2019
Why You Should Consider a Life Settlement

Why You Should Consider a Life Settlement Like your home or your car, your life insurance policy is your personal property and it can be sold […]

Posted February 26, 2019
How would you like more money for vacations?

How would you like more money for vacations? According to a recent survey by AARP, retirees love to travel often. Many of the survey retirees indicated […]

Posted February 26, 2019
The Holidays are Just Around the Corner

The Holidays are Just Around the Corner By Bob Larsen, Founder of Settlement Masters So many of our friends and clients use the last quarter of […]

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Contact The Settlement Masters

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