Life Settlement Financial Opportunity Calculator
The financial opportunity calculator models what could happen if illustrative life settlement proceeds, plus the premiums the client would no longer pay, were redeployed into the client's broader financial plan, compared with keeping the policy in force.
Who it's for
Financial advisors and wealth managers who want to frame a life settlement within a client's overall retirement or investment plan.
Inputs it uses
- Illustrative settlement amount you enter
- Annual premiums that would be eliminated
- Assumed growth rate and time horizon
- Death benefit and insured age
What you get
A comparison chart and summary showing the projected value of each path under the assumptions entered. Results are hypothetical and depend entirely on the inputs; they are not an offer, an appraisal, or investment advice.
This tool is available to financial professionals with an access code. Outputs are illustrative estimates, not offers or appraisals. See all advisor tools.
Request accessAdvisor-Only Access
Enter the access code provided by Brian.