Estimate your Client’s Policy, Unlock Potential Value!

Calculate
Value in your policy
55%

of older Americans let UNWANTED POLICIES LAPSE because they are unaware of the LIFE SETTLEMENT OPTION

Value in your policy
$122B

PAYOUTS ARE LOST ANNUALLY when policy owners 65 + years old LAPSE THEIR POLICY

Value in your policy
90%

of older policy owners would have PURSUED A LIFE SETTLEMENT if they had known about the possibility.

Is a life settlement right for your client?

Recommending a life settlement to your client allows you to:

  • Help clients achieve retirement goals Whether you are providing liquidity for medical expenses, long-term care, travel, or other investments opportunities, a life settlement may be a viable option.
  • Increase your AUM With little additional effort, and with help from Magna, you can increase your assets under management for improved yield.
  • Standout Amongst your peers Provide innovative, fresh ideas to clients by recommending a underutilized financial vehicle.