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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
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.
Advisor Tips for Rebalancing Retirement Portfolios
Posted: October 10, 2024 by John Welcom
Help your retired clients navigate market fluctuations and secure their financial future with a comprehensive rebalancing strategy that includes the potential benefits of life settlements.
Thinking Beyond Dividends for Retirement Income
Posted: October 07, 2024 by John Welcom
Life Settlements vs. Dividends: Explore the pros and cons of each retirement income strategy and discover a new way to maximize your financial security. See how life settlements can provide an alternative source of income, offering unique advantages ...
