Are you considering a lapse or surrender of a UL or convertible term policy? Have you had a change in health since the policy was issued? Or have you had your life insurance policy appraised? These are just a few of the reasons to have your life settlement re-evaluated. David Moore of Equity Advantage and Art Scevola, Sales Vice President of The Pinnacle Group explain why you should stop thinking of life insurance as an asset that you can only utilize after death.

What You Will Learn in This Video

  • Life insurance is a hidden asset and how that can benefit you today
  • What is a life settlement?
  • What are life settlement best practices?
  • What questions to ask your life settlement resource
  • What taxes can I expect to pay?

If you think that your current life insurance isn’t the right fit, you can stand to gain from that asset. To help determine whether your life insurance isn’t working for you and whether it may be time for an evaluation, check out the Life Insurance Policy Value Quiz from Ashar Group.

Please give us a call if you have questions. We are there for you to answer any questions you may have. Let us help you navigate through these challenging times. The experts at Equity Advantage are staying on top of every important development. Call us at 503-65-1031 to learn all the details and protect your investments!