Stories

Anna gets over a half million dollars for her client

ENTRUST PROCURED: $544,000

Anna's client took out a life insurance policy to plan for estate taxes over ten years ago. The family's business took a turn for the worse and they had not paid a premium since 2010. The policy ...

Trust Officer's awareness of the Life Settlement Option gets client $350,000 above surrender value

ENTRUST PROCURED: $360,000

Bill, a trust officer, identified a policy to be significantly underfunded and the grantor had not paid a premium since 2005. The projected annual premium to mature the policy was $84,020 and with...

Consider all alternatives prior to lapsing or surrendering your life insurance policy.


Contact Us to Find Out if your Policy Qualifies

A life settlement is a valuable financial option for policy owners who no longer want, need, or can afford their life insurance policy. Instead of lapsing or surrendering a policy back to the insurance company, qualified policies can be sold in the secondary market for a price great than the cash surrender value but less than the death benefit.

Contact us to determine if the life settlement option makes sense for you.