Our Merrill advisor introduced us to 1908 Advisors to discuss options for our policy when we were weeks from lapsing it. Scott quickly gave us a clear, honest assessment of the likelihood of a sale, what it would likely yield for us, and what would be required of us to ensure a smooth, fast process. At every step of the way, he made sure that we understood what was happening and why. We ultimately secured an offer far in excess what we realistically hoped for with a buyer that very quickly and professionally purchased our policy – it could not have gone more smoothly. He was always willing to answer any and all questions, professional, and friendly, even in moments that could have been stressful.
We’re grateful to our advisor for the introduction and to Scott for his efforts and feel like he charged a very fair fee for his work.”
~ Wife of policy owner, $1mm policy sold for $85,000
Recent Client Engagements
While there is a discrete universe of underlying reasons for a client not wishing to maintain a policy and pursue a sale, each client situation is unique - and interesting - and we approach each one with a mindset to deliver a bespoke solution to ensure that we meet the very specific value proposition of the policy owner and the Advisor. Below are a few recent client engagements in which we facilitated fast, efficient transactions directly between the policy owner and the buyers and their statutory intermediaries.