Life Settlement Client Presentation Builder
The client presentation builder turns the details of a policy review into a clean, easy-to-follow presentation that explains a client's options, including keeping the policy, surrendering it, or exploring a life settlement.
Who it's for
Financial advisors and insurance professionals who want to walk a client and their family through a policy decision in plain language.
Inputs it uses
- Policy face amount, premium, and cash surrender value
- Illustrative settlement figure
- Insured age and health rating
- Years of premiums remaining
What you get
A printable, presentation-ready summary with charts and talking points. Any settlement figures shown are illustrative and must be labeled as estimates, not offers. A confidential evaluation is needed to learn whether a policy has secondary-market value.
This tool is available to financial professionals with an access code. Outputs are illustrative estimates, not offers or appraisals. See all advisor tools.
Request accessAdmin Access Required
This tool is restricted to authorized administrators. Enter the admin code to continue.