| All Settlement Companies are not Created Equal
Cambridge Settlements is an independent, dynamic and innovative life settlement company dedicated to securing the highest and best cash offer for a life insurance policyholder's policy. By combining volume of life settlement transactions, high standards of compliance and customer service, and industry experience utilizing multiple funding sources, we are equipped to provide the powerful opportunity to maximize the value of your policy. If changed life goals and needs make a life insurance policy unnecessary, unwanted or unsupportable and
the insured is over 60 years of age
the face value of the policy is above $100,000
the policy was issued over 2 years ago
the policy is term and it is convertible
Surrender is not your only alternative. Cambridge Settlements will help empower you to exercise real choice - to consider a life settlement option. It will bring your policy to a free market of economic choice between buyers, competition that can generate benefits and efficiency gains for the policyholder.
Ultimately we serve the policyholder; but, we also serve financial advisors alert to new opportunities and strategies to maintain and enhance the financial welfare of their client. If you are a AGENT or BROKER, ATTORNEY, ACCOUNTANT, FINANCIAL PLANNER, ESTATE PLANNER, PLANNED GIVING/CHARITY OFFICERS we are here to help accomplish your mission - to do all that is possible in the best interests of the your client. It's a mission we share together!
Insurance Policy Life Settlement Opportunities
Personal
*No longer estate tax, estate liquidity or beneficiary cash needs
*Policy premiums too burdensome
*Insurance, cash, or income needs/priorities have changed
*Insurance needs, suitability, cost-effectives changed
*Policy in danger of lapsing and loss of value/benefit
Business
*Key person policy no longer needed
*No longer needed for deferred compensation
*Policy no longer needed to fund buy-sell
*Forced liquidation because of bankruptcy |
Easy as 1,2 ,3
It was great working with all the friendly staff at Cambridge. Thanks.
David R. Preston, N.Y.
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