How to sell a life insurance policy

The 4-Step Process

To sell an insurance policy, the first step is to review the terms of your insurance policy, gather your medical records, and find a Life Settlement firm that can help get you an offer. Offers will be based on the following items: Your cash needs, health and age of the Insured, the value (death benefit) of the policy, the type of insurance (whole life, term, universal) and features within the policy.

Shortcuts are costly. Skipping steps, which is common in the “fast estimate, immediate turnaround” game, results in less cash. Below is the 4-step process that we use to get the biggest payouts for our clients policies.