| |
A Life Settlement Fund
Gives Many Seniors
Financial Security
10 Reasons to consider a life settlement fund:
Immediate need for cash
Term policy or conversion privilege is to expire
Policy premiums have become too expensive
Considering policy cash surrender
Key-man policy, buy-sell agreement or other business-owned insurance is no longer needed (sold business, executive retired, etc.)
Change in health of the insured person
Underperforming policy
Change in beneficiary due to death/divorce
Retirement
Finance new life coverage, long-term care, annuity, etc.
7 ways to use the cash proceeds:
Pay off medical bills, taxes, and other debt
Give to favorite charity
Gift to family members
Investment or business opportunities
Monetary needs for divorce
Monetary needs for bankruptcy
Liquidate key-man coverage, buy-sell agreement or other business-owned insurance that no longer applies
If you are age 65 or older with an unwanted or unneeded life policy about to lapse or be cash-surrendered, you could be leaving untold thousands of dollars left unclaimed. Get your FREE special report...
Click here
to download your FREE 31-page special report
Fortress Financial Group, LLC, a northern Colorado based financial planning firm, founded by Robert M. Smith, CFP, focuses on strategies to legally preserve and protect 401k, 403b retirement plans and other pension plans from federal and state income and estate taxes. Fortress Financial Group, LLC, serves local and regional areas of Colorado, including Denver, Boulder, Colorado Springs, Fort Collins, Loveland, Greeley, and other locations within the U.S.
Leave this Life Settlement Fund page and return to Life Settlements 101 page
|
