Family Wealth Insurance Advisors

Life Settlement Specialist

Sell Your Life Insurance Policy Wealth Preservation

Family Wealth Insurance Advisors

Life Settlement Specialist

Sell Your Life Insurance Policy Wealth Preservation

Sell Your Life Insurance Policy

Generally, when you no longer need or want your existing life insurance policy, you have a couple of options:

1.) Cash Surrender the policy for the cash value (if any) with the carrier.

2.) Let the policy lapse as it did not have any cash value.

Today, an innovative solution has been added, Life Settlement – Sell your policy for a cash settlement.

Are you over age 65 and have a life threatening condition?

How much is your Policy worth?

We can appraise your policy free of charge and without obligation.

Wealth Preservation and Estate Planning

David M. Jones provides innovative estate planning strategies for you and your family. We specialize in serving clients aged 60 and over, with an estate valued at $5 million or more.

We understand that preserving your family wealth for future generations is a significant challenge in today’s volatile markets. It is truly a matter for qualified experts in the fields of taxes, trusts, investments and insurance.

We are so glad we found David. We were kind of floundering – not knowing what we should be doing with our insurance and estate planning. But David has us feeling very much in control now. – Leon & Betty Niles

Life Settlement

Life insurance may not be necessary anymore. With the new estate tax law exempting $12 million per spouse, many people might decide they no longer need life insurance policies that were originally in place to offset hefty estate tax costs.

Sell your policy
Get more than the cash value
Stop paying premiums

We are a Life Settlement broker and represent you in the Life Settlement marketplace. We will walk you through the process with our experience and “shop the market” on your behalf.

We are paid a fee by the purchasing company. If you do not accept or receive any offers to purchase the policy – we do not charge a fee.

Receive a Free Policy Evaluation