CPA’s

As financial professionals who are often faced with wealth management issues for high net-worth seniors, CPA’s are in a position to recommend the financial flexibility provided by a life settlement.

CPA’s should understand that a life settlement can provide significant value by assisting their senior clients with estate planning decisions that enhance the senior’s financial portfolio.
As a CPA working with senior clients, you may be able to save your clients a significant amount of money by using the proceeds of a life settlement to purchase a new policy with more appropriate coverage and more appropriate premiums.

In addition to providing an exit strategy from a more expensive policy, life settlements can also provide the solution to other financial planning objectives:

• Liquidity for other investments
• Providing available cash for emergency situations or vacations
• Charitable giving
• Cash gifts to family members