The Need is Really, Really BIG






  • 63% of older HNW own cash value insurance 

  • 67% of senior executives

  • HNW clients own $1.5 trillion of face value

  • $ trillions more of term insurance

  • 90% of all life insurance lapses

  • 4-5% lapses every year

  • $50 billion in face value lapses every year

  • Worth ~$10 billion to institutional investors

  • 75% of business owners

Why do policy owners forfeit?

In addition to poor performance and affordability, there are many strategic and tactical reasons an individual or trust might consider forfeiture.  This applies to both Whole and Term policies.

What policy attributes attend good life settlement candidates?

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