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The Holidays are Just Around the Corner

Posted Oct 25, 2017

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 the year as a time to take a good look at their financial positions, and to do some year-end financial planning. Often, a portfolio contains an unwanted or underperforming life insurance policy. If that is the case for you, I can show you a way to sell a life insurance policy that you no longer want, or that is no longer working for you, for an amount between three and five times its cash value, in most instances.

Here is what I can do for you:
1. Make sure your life insurance is safe at the price you agreed upon.
2. If the life insurance is failing or you no longer want it, I will show you how to get up to three to five times more cash value than the carrier will give you.
3. If the policy requires more premium than you agreed to, I will show you how to fix that.

In closing, this is the time of year when many people would like to see their retirement portfolios increase, or to have money to give to the grandchildren, to make charitable donations, to pay bills, or to fund the year-end Holidays. A life insurance settlement is a valuable tool to help you accomplish these goals.

Please don’t hesitate. It takes 4 to 6 weeks to get a life insurance policy settlement complete if you decide to move ahead. Let us know. There is no obligation and you are getting a preliminary picture of the valuation of your life insurance contract. Our office is standing by at (877) 927-7243 to be of help.



Did you know?

If you are 65 or older or have experienced a change in your health condition, your life insurance policy might sell for more cash than you realize!