t FinSec Life, we help clients in Orlando, FL explore how a life settlement may be a suitable solution for their financial goals.
A life settlement is the sale of an existing life insurance policy to a third party for an amount greater than the cash-surrender value but less than the death benefit. This strategy can provide financial flexibility for individuals whose circumstances or insurance needs have changed.
Our experienced professionals guide clients by:
- Explaining how life settlements work, including how a policy’s market value is determined.
- Discussing the benefits and considerations, such as liquidity options, potential tax implications, and the permanent loss of life-insurance coverage.
- Collaborating with financial, legal, and tax advisors to ensure decisions align with long-term goals and financial plans.
- Providing clarity and education to help clients understand whether a life settlement fits their specific situation.
FinSec Life also provides assistance with business-owner succession planning, executive benefits, and estate-continuity strategies to help protect and transfer assets effectively.
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 evaluate whether a life settlement may be an appropriate part of their overall financial plan.
A life settlement involves selling an existing life insurance policy to a third-party buyer for an amount greater than the policy’s cash-surrender value but less than its death benefit. For some individuals, this option can provide liquidity or flexibility to support retirement, estate, or business-succession goals.
Our experienced professionals assist clients by:
- Explaining how life settlements work, including how policy value is determined.
- Discussing both the advantages and considerations, such as the permanent loss of coverage, possible tax implications, and any associated fees or commissions.
- Collaborating with financial, legal, and tax professionals to ensure that each decision supports the client’s broader financial objectives.
- Providing clear, objective guidance to help clients understand whether a life settlement aligns with their needs.
In addition to life-settlement guidance, FinSec Life offers support in business-owner succession planning, executive benefits, and estate-continuity strategies—helping families and business owners plan with confidence for the future.
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.
