Practice Area

Process Achieving our objectives (including price maximization) is a step-by-step process. We’ve been engaged in this business as a Broker since 2003, so we’ve had a lot of practice in avoiding pitfalls. While each case varies amongst clients, their policies, and the winning Provider (buyer), here is what can be expected. Policyholder and Insured complete […]

Important Features Your objective: the cash In a completed transaction, the Policyholder gives up his rights to the policy (e.g. the death benefit) and in return is paid a lump sum dollar amount to which he has agreed. The Policyholder can use the cash for anything he needs or desires. The Insured (the person on […]

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