Which Clients Can Qualify For A Life Settlement?

Clock August 19, 2023


Many seniors have a life insurance policy they no longer need or can no longer afford. But how do financial advisors know which clients are eligible to sell their policy in as life settlement?

This infographic lays out general eligibility criteria for both traditional and healthy senior (where the insured has not had a change in health since the policy was issued) life settlements. 

See the infographic belowe to learn more, and contact us if you have any questions.

Infographic explaining life settlement qualification criteria.