Life Settlements
Secondary Market
Case Examples
About 5th Ave. Financial
Overview
Selling a Policy
Why Sell?
Who Qualifies?
Tax Considerations
The lump sum payment from the sale of a policy is typically 2 to 5 times the surrender value.
Life Settlements : Who Qualifies?
WHO QUALIFIES FOR A
LIFE SETTLEMENT
TRANSACTION?
Males age 76 or older and females age 78 or older, will usually qualify.
Certain health conditions such as diabetes, heart disease, or pulmonary issues may lower the qualifying age.
In addition, ongoing policy premiums, face value and financial ratings of the issuing insurance company also play a role.
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