Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners
Join us for an insightful presentation on life insurance settlements, where Scott will delve into the transformative potential of the secondary market for life insurance. Life settlements offer policyholders the opportunity to unlock the hidden value of their life insurance policies, providing a lucrative alternative to surrendering or lapsing them. By selling a policy in the secondary market, individuals can receive a cash payout that often exceeds the policy's surrender value, offering financial flexibility and the ability to reallocate resources to meet current needs or invest in new opportunities.
Scott’s presentation will also explore the potential impacts of changes to the Tax Cuts and Jobs Act of 2017 on life settlements, highlighting how evolving tax regulations could affect the financial outcomes of these transactions. We will discuss key financial planning considerations, including the importance of evaluating personal financial goals, understanding the tax implications, and assessing the suitability of life settlements within a broader financial strategy.
Presented by Scott Etish, JD, Director of Strategic Partnerships, Coventry First
