Finacial Planning

WP Stevenson & Companies

financial information
Financial Planning Independent Financial Planning

Ideal Candidate for Senior Settlements
Does this fit you?

The ideal candidate for senior settlements is:

  • 70 years old and older
  • Has a death benefit in excess of $250,000
  • Owns a policy that is at least two years old, (convertible term life policies are eligible as well)
  • Wants to receive “fair market value for their policy, not just the cash value
  • Wants to increase current cash flow
  • May have a need for the newer and better plans available today

619 - 632 - 3750
Toll Free
800-494-8185
480 - 634 - 5943
21001 N. Tatum Blvd. Suite 1630 #197
Phoenix, AZ 85050