Life Settlements
The Life Settlement Process, Step by Step
From initial review to closing, here’s what to expect when you explore a life settlement with us.
A straightforward path from policy to payment
We start with a no-cost review of your policy and health profile, then present your case to a marketplace of licensed buyers to secure competitive offers.
Once you accept an offer, funds are held in escrow until the policy transfer is complete — protecting you throughout the entire transaction.
1. Policy Review
We gather your policy details and evaluate eligibility at no cost.
2. Marketplace Offers
Your case is presented to buyers to generate competitive bids.
3. Secure Closing
Funds are held in escrow and released once the transfer is finalized.
Let’s Talk
Ready to talk about your options?
Contact John L. Coppeto today to find the right insurance policy for you and your loved ones.
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