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Life Settlement Payout Exceeds Surrender Value
Posted: September 02, 2024 by John Welcom
After investing over $600,000 in life insurance payments, Ann and her family faced a difficult choice: surrender the policy for a fraction of its worth or continue paying costly premiums. Thankfully, their financial advisor was familiar with Welcome Funds and a third option: a life settlement. Welcome Funds analyzed the policy and determined that it had significant value in the life settlement market. Our competitive auction-based platform generated 27 offers! Ultimately, Ann secured a $1,885,000 payout, an overwhelmingly superior outcome compared to the $6,000 cash surrender value.
Recent Blogs
The Importance of Privacy & Confidentiality in the Life Settlement Industry
Posted: February 28, 2025 by John Welcom
Learn how privacy and confidentiality are safeguarded in life settlements. Discover regulatory protections, compliance standards, and why working with a licensed broker like Welcome Funds en...
Year-End Review for Advising Seniors: Helping Seniors Navigate 2025
Posted: December 09, 2024 by John Welcom
Working with Welcome Funds, a licensed life settlement broker, ensures maximum payouts for policyholders. Detailed case studies reveal how their auction-based strategy and expertise secure s...
DOL Fiduciary Rule Compliance: Life Insurance Sales and Fair Market Value
Posted: October 28, 2024 by John Welcom
The DOL's new fiduciary rule emphasizes advisors acting in clients' best interests. Learn why exploring life settlements is crucial for maximizing the value of life insurance policies.
