Initial Approach Letter (B2C) Option 2

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SUBJECT: You may qualify to settle your life insurance policy for cash—here is what you need to know Did you know you can use a life insurance policy to cover the costs of retirement and long-term care? That’s right, if you own a life insurance policy that you are thinking about abandoning—don’t until you watch this short video first! VIDEO LINK: Life Insurance: It’s All About Family (1:35) (Insert your custom video link)

What is a Life Settlement? Well you may have seen commercials on TV or heard on the radio about selling your life insurance policy for a cash settlement if you no longer need or can no longer afford to pay the premiums. Think of your policy like your home-- You have made mortgage payments for years, and you have made premium payments for years. If you are no longer going to keep your home, you would always sell it. It’s the same for a life insurance policy. Life Settlements are a tax-advantaged financial option designed specifically for seniors who need money for the unique challenges of aging and/or declining health. Turning a life insurance policy into cash can help you pay for retirement, health and long-term care costs, or any other financial priorities. To learn more please visit my Life Settlement Mentor webpage (insert your custom landing page link), or contact me for more information at PHONE / EMAIL.


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