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Financial Planners & CPA's

As a financial planner or CPA, you know better than anyone what your clients' financial needs are. With an ever-changing financial market, it is important keep your clients informed of the latest investment opportunities. A Life Settlement is a great way to improve upon an estate plan or to fund a charitable giving program. In the case of a charitable gift, your client could receive a substantially larger tax deduction when utilizing a Life Settlement.

View the Life Settlement Process

Secondary Market For Life Insurance

In a Life Settlement transaction, your client will receive more than the cash surrender value for their policy. Your client may have a life insurance policy that they are considering surrendering or lapsing. The life settlement market provides a whole new perspective on the value of unwanted or unaffordable life insurance policies. Even term insurance policies that have no cash-surrender value can qualify for a Life Settlement.

What Are The Benefits To You?

• You receive commissions from the life settlement transaction
• You have the ability to earn new commissions on new products or policies sold to your client
• You receive conversion commissions on converted term policies
• You receive renewal commissions on policies which are maintained based on future value

Do Your Clients Qualify For A Life Settlement?

If you have clients age 65 and older who have Term (Convertible or Renewable), UL, or SUL policies, your clients most likely have policies which would qualify for a Life Settlement.  Give Milestone a call today to get started!

Why Would Your Client Sell A Life Insurance Policy?

• Your client may no longer want or need the policy, and is considering surrendering or lapsing the policy
• Selling a policy may provide your client with money for the purchase of long-term care, or may serve to supplement your client’s retirement income
• Your client’s policy may have been purchased during a time of higher interest rates with expected lower future premiums, and the policy is not performing
• Your client may be looking to acquire a new policy, and a Life Settlement on an older policy may fund the new coverage
• Your client may need cash for investments or debt consolidation
• Your client may be going through a divorce and the policy is subject to equitable distribution
• Your client’s estate planning needs may have changed
• The proceeds from a Life Settlement could fund a charitable giving program, family trust, or education for a loved one