Why, then, do 20,000 older HNW/UHNW each year forfeit more than $50 billion of life insurance, foregoing $8 billion in proceeds? Because their wealth advisors, either unaware of the large, regulated market for those policies or uncomfortable with an inefficient, expensive distribution channel, never make them aware that they can monetize those otherwise-illiquid assets.
1908advisors is here to ensure that you can confidently discuss the option of selling an unwanted, surplus life insurance policy, and, for those clients with whom you have determined that a sale is appropriate, we execute an expeditious, bespoke sales process directly with top tier 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 transparent, standardized fee structure, ensures a significantly faster process and for 30% more proceeds than “life settlement brokers” and for 5x the proceeds of individual buyers, like those that advertise on TV.
1908advisors is here to ensure that you can confidently discuss the option of selling an unwanted, surplus life insurance policy, and, for those clients with whom you have determined that a sale is appropriate, we execute an expeditious, bespoke sales process directly with top tier 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 transparent, standardized fee structure, ensures a significantly faster process and for 30% more proceeds than “life settlement brokers” and for 5x the proceeds of individual buyers, like those that advertise on TV.
Service Win
Client windfall from unwanted, illiquid asset |
Fast Transaction
10-day initial bids, 75-day transaction |
Transparent Process
Bid/Ask market. Regulated. Statutory contracts |
Fair, Standard Fee
7.5% of proceeds (vs. 30%+ w/ brokers) |
