How Can a Life Settlement Benefit You?
A
life settlement is the legal sale of an existing life insurance policy for more than its cash surrender value to a third-party investor. The investor assumes the financial responsibility for ongoing premiums and receives the death benefit when the insured passes away.
So, how can this financial transaction benefit you? It could provide you with financial freedom. When a senior receives their life settlement, they can spend it completely at their discretion —
with no strings attached. It is common for seniors to utilize their payouts to cover medical bills, assisted living expenses, accumulated debt, or simply to supplement their retirement lifestyle. However, there are
never
any guidelines on how one can spend their settlement payouts. This lump sum of cash can alleviate many of your financial worries.
To see if you qualify for the life settlement solution, click the Contact Me button below!
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Advisory services offered through CreativeOne Wealth, LLC. Meyer Financial Services and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.