Esther and Jim did their estate plan a number of years ago and implemented insurance policies on each other’s lives as part of the plan. Jim recently passed away and the estate was settled with proceeds from Jim’s insurance policy. Esther now has a large investment portfolio and no longer needs her life insurance. Esther intends to drop the insurance since it serves no visible purpose.
A Concentrix Wealth Advisor could help Esther to sell her policy and secure a substantial amount of funds that could add to her security and comfort as the years go on through a professional life insurance settlement.
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