Life Settlements

When acting in your clients’ best interests, consider evaluating their policies in the secondary market before the policies are surrendered or lapsed. This step can provide your clients with the knowledge to make an educated decision and ensure they are confident in obtaining the maximum benefit from their policies.

The secondary market for life insurance policies is providing planners with several options for the proceeds of a Life Settlement, for example:

• Purchasing a more competitive policy
• Funding a tax-deferred annuity for a retirement revenue stream
• Purchasing Long-Term Care
• Donating to charitable organizations
• Providing more effectively for the distribution of their estate.

Please contact the professionals at Trust Financial Services/CPS today to learn more about Life Settlement options for your clients!

147 Columbia Turnpike, Suite 109
Florham Park, New Jersey 07932

Phone: 973.514.1980
Fax: 973.514.1987
Email: info@tfsbrokerage.com