Policy owners benefit from being able to unlock cash for any purpose including:

• » Using the settlement proceeds as a dump-in to purchase a more cost effective policy.
• » Improving their financial situation when an unwanted policy is too expensive.
• » Providing cash for policies that have outlived their intended purpose.
• » Providing corporations with an asset in merger and acquisition negotiations.
• » Rescuing failing policies within pension plans.
• » Unwinding life insurance after either a change or updated legal interpretation of the prevailing tax law.
• » Providing businesses with a financial windfall from policies that are no longer needed, e.g. life settling terminated buy-sell agreements and key-person policies on departing executives.

Ask about our Client Preliminary Underwriting Questionnaire - Set expectations by addressing the issues upfront!

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Provada Insurance Services Hires Two Senior Associates