877.227.4484
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 $600 remaining in cash surrender value. Bob and his wife discussed the policy and the possibility of a sale. They sent it to their agent/friend who previously worked with Welcome Funds to explore the life settlement option. At the conclusion of the process, Bob received over $31,000 more than he would have been paid from the life insurance company. The life settlement proceeds provided much-needed comfort and relief during a financially stressful time.
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 ...
