Helping a Client Sell Their Life Insurance Policy

Do you have a client who no longer needs, wants or can afford their 'permanent' life insurance policy? Are they considering cashing the policy in or lapsing it? There is a third option that may prove significantly better for them, and for you. Here at Alternative Strategies Resource Partners, we can help you assist your clients in maximizing the value they extract from the 'hidden' asset of their life insurance policy.

Don't wait until the policy lapses or passes the conversion deadline. We can help you get started as soon as you schedule an appointment with us.

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Most people think life insurance is just used to pass wealth on to their spouse, children, a charity or other third party. It certainly can be used like that, of course, and it usually is. Sometimes though, they may wish to sell their policy if they no longer need it, want it or can afford it. There is much to consider in determining whether this is the right move for your clients, but if they fit into the following criteria, it is something you should look into and we can help:

Age 65 or older with potentially some health issues?
They have a 'permanent' cash value life policy or a convertible term policy?
They are considering lapsing the policy or surrendering it back to the insurance company to either end up with nothing or only a small portion of what they have paid in over the years (their cash surrender value)?

Rely on Experts

To successfully navigate a life settlement transaction for your client, you need to work with people who know what they're doing. With Alternative Strategies Resource Partners, you'll always get expert advice that is customized to your specific needs. We will make sure the process is as easy and fast as possible. Let us help you today.

Customer Satisfaction

The most important thing to us is that our customers are satisfied. You can trust us to help you find a solution that is best for you. We have the years of experience needed to ensure that you get the right solution for you and we ensure that you get the care you deserve. If you have specific concerns regarding strategies and specific policies, we are happy to answer any questions.

Easy to Understand

When it comes to life insurance settlements, it can be a confusing, complex and opaque process. That's why we outline things for you and your clients in a simple way. We are here first to listen to you and then to help you figure out a strategy for your clients. When you work with us, you'll have confidence that you have provided your clients a solid, appropriate solution to their needs. To get started, give our office a call at (951) 678-0357.

Don't wait until the policy lapses or passes the conversion deadline. We can help you get started as soon as you schedule an appointment with us.

(951) 678-0357