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The Financial Asset


 
An insurance policy is a financial asset. It may be a term policy bought for the specific purpose of providing income for a family in the event of the death of a family member. It may also include provisions for the accumulation of VALUE as in the case of whole life or universal life insurance. Whether it is term, whole life or universal life insurance, the policy may have VALUE that is beyond the obvious. Insurance Valuation Services, Inc. may be able to help you to obtain greater VALUE in the form of cash for the sale of the policy than is provided within the policy itself. Before you advise your clients to lapse or surrender their unwanted or unneeded life insurance policy let us assess and ascertain it’s true VALUE. You and your client may be surprised!  

“After savings
accounts and
government bonds,
life insurance may be
the most respectable
of investments.”

The Economist
March 17, 2003

 

 

Insurance Valuation Services, Inc.
“Going Beyond the Obvious”

2266 Lava Ridge Court, Ste 200
Roseville, CA 95661 
Phone: (800) 423-4852
FAX: (916) 773-4484
Email: phollenbach@insurancevaluationservices.com

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