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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
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 ...
Life Settlement Provide Financial Relief
Posted: August 21, 2024 by John Welcom
Bob faced rising and burdensome life insurance policy premiums totaling nearly 10% of the death benefit each year. After carefully evaluating his budget, he determined that the policy was no longer affordable and considered accepting the less than $6...
