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Settlement Sales Tools

Why Sell a Policy?

Life settlements offer policyholders the opportunity to increase the true market value of their policies. Settlements are viable in all aspects of insurance, estate planning, income replacement, charitable giving, allocation of assets, business insurance and increasing healthcare costs.
The following are some examples:
  • Exchange outdated, under performing polices for appropriately priced, guaranteed policies
  • Beneficiaries are financially sound (insurance unnecessary)
  • Beneficiaries predecease the insured
  • Insured is outliving liquid assets
  • Estate tax laws change making the policy unnecessary
  • Charitable giving – make a lifetime gift to a charity
  • Sale proceeds are used to purchase an investment vehicle
  • Key employee leaves company where buy-sell is in place
  • Family owned or small business sold or going public
  • Offset the cost of medical care not covered by insurance
  • Cover “elder care” expenses– assisted living, nursing home or home health care
Life Settlement Pre-Qualifying Worksheet

Madison Brokerage serves as a partner to independent agents, Certified Financial Planners, wealth managers, Fee Only Planners, CPAs and attorneys.

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