Is It Right for Me?

A life settlement may be right for you if:

• You are over the age of 70 with a life insurance policy of at least $500,000
• You no longer have beneficiaries
• You do not intend to leave an inheritance to beneficiaries, or your heirs have no need for money from a life insurance policy
• You have no need to allocate funds to pay for post-death expenses such as estate taxes
• You have no need to protect a business
• You are paying high insurance premiums that no longer justify the value of the policy
• You have more insurance than you need
• You are considering letting your life insurance policy lapse

For examples of Rumson Capital clients who found that life settlements were right for them, see Case Studies.

For a printable application, click here..