If you own a life insurance policy that no longer meets your financial goals or coverage needs, a life settlement may be an option. A life settlement allows policyholders to sell their existing life insurance policy to a third party for an amount typically greater than the policy’s cash surrender value but less than its death benefit.
At FinSec Life, we help clients in Orlando, FL explore whether a life settlement could be appropriate for their circumstances. Our professionals provide education and guidance to help you understand the process, evaluate your options, and make informed decisions that align with your financial objectives.
While life settlements can offer access to immediate liquidity, they may also have tax implications and could affect your estate plans or beneficiaries. We recommend that clients consult with a qualified financial, legal, and tax advisor before moving forward.
To learn more about how a life settlement may fit into your financial strategy, visit finseclife.com or call 321-800-3901 to speak with a licensed representative.
Life Settlement Orlando, FL |
If you own a life insurance policy that no longer meets your financial goals or coverage needs, a life settlement may be an option. A life settlement is the sale of an existing life insurance policy to a third party for an amount typically greater than the policy’s cash surrender value and less than its death benefit.
At FinSec Life, we help clients in Orlando, FL understand how life settlements work and whether this approach may be appropriate for their circumstances. Our professionals provide education and guidance so you can evaluate your choices and make an informed decision that aligns with your overall financial objectives.
Life settlements can provide liquidity; however, they may involve tax implications and could affect beneficiaries and estate plans. Consider discussing your situation with your financial, legal, and tax advisors before proceeding.
Learn more at finseclife.com or call 321-800-3901 to speak with a licensed representative.
