We consult to top wealth advisors, enabling your older clients to confidently and efficiently sell their unwanted and surplus life insurance, for a significant windfall and at a premium to surrender value, rather than forfeit that asset.
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63% of HNW/UHNW over 65 own life insurance. 90% of that insurance is lapsed, at least $50 billion each year.
Those policies are worth as much as 60% of face value and a significant premium to surrender to a universe of institutional buyers in a regulated, liquid market. Potentially $8 billion in windfall proceeds for sellers. Most wealth advisors, however, do not know how to approach this market. 1908advisors delivers the most professional process for you and your clients to engage the secondary market for in-force life insurance, ensuring maximum proceeds and an expeditious, efficient transaction. |
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