Who We Serve
Individuals
Solve an unexpected financial need or to help rescue a troubled insurance policy. Our firm specializes in guiding you through the process of settling your life insurance policy and unlocking the hidden assets it can provide!
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Businesses
Businesses dissolve, are sold, people retire or are terminated and any number of other life changing events may occur. After an appraisal of such circumstances and available alternatives, we always review and recommend the best solution.
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Institutions
Life settlement situations in the institutional marketplace are as diverse as the stars in the sky! Our firm is dedicated to serving the unique needs of with charitable organizations, universities, hospitals, and other medical entities with existing or donated policies.
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Charitable Organizations
Whether pledged to or actually owned policies, charitable organizations are often exposed to unexpected policy losses due to increases in premiums, mortality costs, historically low interest rates, and or risk/effects of the Pandemic on insurance carrier claims experience.
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What we can do for your hidden assets.
Life insurance is a time honored form of guaranteed money triggered by the death of the insured. In some cases, however, the desire or need for a cash payout during the policy owners lifetime is a wise choice. Our firm deals in all forms of life and disability insurance but we specialize in the lifetime cash payout choice known as life settlement. The decision to keep, surrender, or sell a life insurance policy requires careful, ethical consideration. Because of our joint fifty year history in the insurance and investment business, our firm specializes in the guidance of this transaction. We ALWAYS act in the best interest of our clients.
