A Way to Unlock Value From Existing Policies
For affluent individuals and families, life insurance can offer more than just peace of mind. It can also be an integral part of their financial, estate, and business planning, designed to provide liquidity when needed to cover potential liabilities.
Sometimes, those needs change. One way to potentially unlock significant value from an existing policy and convert it into liquidity that can be used now, rather than later, is a life settlement.
In our latest blog, available at the link below, we explore the ins and outs of life settlements and provide some real world examples that highlight how life settlements may help individuals, families, and businesses.
At C3 Financial Partners, we collaborate with clients and their advisors to navigate the world of life settlements, helping to both create and execute a plan that aims to support their current planning objectives.
Read It Here
IRS Applicable Federal Rate Update
The latest AFR rates have been released and this month, we saw a rise in each of the short-term, mid-term and long-term rates. To see the updated rates, head to the link below.
And please note – you can access the link on our homepage to check current and historic AFR rates at any time!
See The AFR Report
Looking for More Resources on Life Settlements?
If you are looking for even more information about life settlements and how an auction process works, we have created a dedicated page on our website to the topic.
Click the link below to access a host of pieces explaining even more about this tool. We are also available to chat live if you have questions or would like to discuss a potential life settlement opportunity.
More Resources Here
Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.