At FinSec Life, we help clients in Orlando, FL understand how a life settlement may fit within their overall financial or estate plan.
A life settlement involves selling an existing life insurance policy to a third-party buyer for more than the policy’s cash-surrender value but less than the death benefit. This option can provide liquidity for individuals who no longer need their policy, have changing financial priorities, or want to use the policy’s value for other goals.
Our professionals can assist you by:
- Explaining how the life-settlement process works and what factors determine a policy’s market value.
- Discussing both the potential benefits and key considerations, including the permanent loss of coverage, possible tax implications, and any fees or commissions.
- Coordinating with legal and tax advisors to ensure the transaction aligns with your broader financial strategy.
- Helping business owners and families incorporate life-settlement strategies into succession planning, estate management, or retirement-income needs.
At FinSec Life, our focus is to help clients make informed decisions by providing clear information, objective guidance, and strategies that support their financial security and long-term goals.
To learn more about Life Settlement services in Orlando, FL, visit finseclife.com or call (321) 800-3901 to speak with one of our professionals.
Life Settlement Orlando, FL |
At FinSec Life, we help clients in Orlando, FL explore how a life settlement may fit into their overall financial plan.
A life settlement involves selling an existing life insurance policy to a third party for more than the policy’s cash-surrender value but less than its death benefit. This option may provide additional financial flexibility for retirement, business succession, or estate-planning goals.
Our professionals help clients by:
- Explaining the process — how a life settlement works and what factors impact a policy’s market value.
- Discussing the benefits and considerations — such as access to policy value versus the permanent loss of insurance coverage, potential tax consequences, and any related fees or commissions.
- Collaborating with advisors — including legal and tax professionals, to ensure each client’s decision supports their broader financial and estate objectives.
- Providing ongoing guidance — to help ensure that each transaction is evaluated objectively and aligns with the client’s long-term goals.
FinSec Life also provides guidance in executive benefits, business-owner succession, and estate continuity planning, helping clients protect and manage the legacies they’ve built.
To learn more about Life Settlement services in Orlando, FL, visit finseclife.com or call (321) 800-3901 to speak with one of our professionals.
