Do you Qualify for a Life Settlement? Life Settlements are one of the only financial options designed to give more value to people as they get older and have more health challenges.
Life Settlement Qualifications *Ideal age range 75-92 *People with impaired, chronic, or even terminal health conditions *Measurable life expectancy range of 2-10 years Any form of life insurance will qualify including: Universal, Term and Whole Life Minimum death benefit $100,000 for any one policy to be considered
Did you know the funds from a life settlement can be tax-free? If the policy owner is diagnosed with chronic health conditions (2 ADL’s or more) or terminal conditions (2 years or less of life expectancy), the funds received from the settlement of their policy are HIPAA exempt from Federal taxes. Also, any funds received at or below what has been paid in premiums is exempt from taxation
I invite you to explore the value of your policy with a no-cost, no-obligation Policy Evaluation. It is a quick and simple 1-2-3 step process: Step One –Information: Submit application and policy information Step Two– Analysis: Review policy and insured health information Step Three – Results: Inform policy owner if they qualify and settlement value of policy