Most Advisors do not take full advantage of the “Hidden Value” of their book of business.
Question: Who is this opportunity for?
Answer: Your clients
Every year, thousands of policyholders—perhaps several in your own book of business—allow their life insurance to lapse. They walk away from decades of premium payments, receiving nothing in return but a “thank you” from the carrier’s accounting department.
Also…Your clients may no longer want or need their policy.
It’s your obligation to inform your clients that a life insurance policy is a private property asset. And like any asset, it has a fair market value that often far exceeds its “cash surrender value.”
Let us help you audit your current business book. to identify, with actuarial precision, which of your current files are candidates for a settlement.
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