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But, a lack of awareness and a dysfunctional, egregiously expensive distribution channel of “life settlement brokers”, have kept fiduciary wealth advisors largely absent from the market, resulting in policy owners foregoing more than $7 billion each year.
1908advisors is here to ensure that you can confidently discuss the option of selling an unwanted, surplus life insurance policy. For those clients with whom you have determined that a sale is appropriate, we execute an expeditious, bespoke process directly with top institutional buyers, generating a client windfall of as much of as much as 60% of face value and a significant premium to surrender value. Our unmatched experience, combined with a client-first process and standardized fee structure, result in 30% greater proceeds for policy sellers, maximum privacy, and 45 days faster to complete than with life settlement brokers. |
Service Win
Windfall from unwanted, illiquid asset |
Fast
10-day initial bids, 75-day transaction |
Experienced
Efficient process, maximum bids |
Transparent Fee
7.5% of proceeds (vs. 30%+ w/ brokers) |
