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When is life settlement the right choice?

 

  • When the policy owner can no longer afford to pay premiums.

  • When the beneficiary of the policy is deceased and benefit is no longer needed.

  • When the need for life insurance has decreased over the years.

  • Consider these situations: the owner is now divorced, the kids are out of college and well off; debt and house are paid-off.

  • When the policy owner has an increased need for health and long term care insurance and other investments and needs additional funds to secure them.

  • When the estate of the policy owner has changed and the projected tax burden has been decreased (consult a tax advisor as the estate tax laws have been changed recently).

  • When the policy owner just needs cash.

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THE FETZER GROUP

COATESVILLE, PA

484-459-9771

ASSET PRESERVATION, RETIREMENT INCOME AND LONG-TERM CARE PLANNING SPECIALISTS
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Resident State License #

17521435

Licensed States

Multiple States

Asset Preservation, Insurance Protection and Guaranteed Income Planning

By providing information, you may be contact by an insurance agent/agency.
Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose.

Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.

Consult your legal, tax accountant, financial and insurance professional for more advice.

 

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