LIFE SETTLEMENT – VIATICAL SETTLEMENTS – SENIOR SETTLEMENT – VIATICALS – LIFE INSURANCE SETTLEMENT

Legacy Benefits





Selling a Policy

If you are considering a life settlement, please keep the following important information in mind:
  • Why People Sell – Most life settlements occur because the circumstances which originally prompted the purchase of the life insurance policy have changed. Read more

  • Broker Required – Legacy Benefits only deals with intermediaries such as life settlement brokers, life insurance agents, financial advisors, attorneys and accountants. We do not work directly with policy owners. Read more

  • Benefits to a Broker – There are many benefits to becoming a broker and submitting cases to Legacy Benefits. Read more

  • Qualification Guidelines – Many people interested in selling a life insurance policy do not qualify. Learn whether your client fits our guidelines. Read more

  • Submitting a Case – Brokers are required to gather several key pieces of information when submitting a case to Legacy Benefits. Read more


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Life Settlement and Viatical Settlements Glossary
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