Life Settlement Funding Provides
Unexpected and Substantial
Financial Gain For Many
Senior Life Insurance Owners


LIFE SETTLEMENT FUNDING TOP TEN FREQUENTLY ASKED QUESTIONS

Q. Why would anyone sell their life insurance policy?

A. Here are just a few of the many reasons why someone would sell:

  • Premiums have become too expensive or unaffordable
  • A term period or conversion privilege to about to expire
  • Financial hardships
  • Closure/sale of business, or retirement and life coverage is no longer needed
  • Change in estate value
  • Long-term care needs
  • Death of spouse or divorce
  • Underperforming existing policy
  • Coverage needs have changed
  • Q. What types of life insurance policies qualify for life settlement funding?

    A. Generally, all types of policies can be sold including a term policy. Although there is no cash value, these policies often have significant cash value as an asset in a life settlement transaction.

    Click here to read detailed answers to the remaining top ten questions.

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    "Life insurance settlements provide living benefits that can be utilized by individuals, corporations, trusts, and non-profit or charitable organizations, alike. Senior policy holders, certified financial planners and their clients need to be aware of the tremendous monetary value hidden within many life insurance policies." - Robert M. Smith, CFP



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    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.

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