We deliver the simplest, fastest, most professional, and lowest-cost process to sell unwanted and surplus in-force life insurance.
63% of HNW/UHNW over 65 years old own life insurance. 90% of that insurance is forfeited, 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, competitive, liquid market. Most wealth advisors, however, do not know how to approach this market, so their clients remain unaware and forego as much as $8 billion in windfall proceeds.