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How to Liquidate a Life Insurance Policy to Free Up Investment Capital

Released on Saturday, February 9, 2019•ESTATE PLANNING

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Life insurance is often the cornerstone of estate and business planning. But what happens when business owners retire and key man policies become obsolete? What's the solution when your parents' Trust-Owned Life Insurance is no longer relevant for legacy planning? How can senior policy owners unwind a stagnant asset to free up investment capital? This presentation provides the answers and explains why using an experienced settlement broker is critical to optimizing a policy's value in the secondary market.

Jeff Hallman

Asset Life Settlements, LLC, Co-Founder & Managing Partner

Jeff Hallman is co-founder and managing partner of Asset Life Settlements, LLC, a secondary market brokerage and advisory firm. With more than 20 years experience as a life settlement broker, he has earned a reputation as one of the market's most knowledgeable and skilled negotiators. Having closed more than $2 billion in policy face value, Mr. Hallman is known for his unique ability to leverage his close working relationships with top institutional funding sources in obtaining the highest offers for policy sellers. He often authors articles for industry trade publications and web media outlets such as Trusts & Estates, ThinkAdvisor, and California Broker Magazine.