Viatical Settlement Policy Review

For individuals facing a terminal diagnosis, a Policy Review is a crucial first step in determining whether a viatical settlement is a viable option. This comprehensive review helps you understand the core details of your life insurance policy—including coverage amount, premium obligations, and current beneficiaries. We also examine any existing loan balances, riders, or policy features that may affect its settlement value. By assessing the policy's current health and status, we provide clarity on whether the policy is well-positioned for sale or if other strategic options should be considered. This review offers the transparency and confidence needed to make informed, compassionate financial decisions during a critical time.