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Ideal candidates for a simplified settlement.
Simplified Settlement candidates are generally insureds aged 65-90 with an unneeded policy of $100,000 - $500,000 (select cases between $500,000 and $1 million may also qualify) in face value.
Common scenarios leading to a Simplified Settlement include:
- The policyowner has outlived the risk insured against.
- The policy is no longer affordable within the policyowner’s financial plan.
- Premium payments could be better allocated elsewhere.
- A spouse has passed away.