Maximize Your Company’s Financial Potential & Help Employees Retire with Life Settlements

As a CEO or CFO, you understand the importance of strategic financial planning for your company and employees. However, you may not realize that life insurance policies can hold significant value beyond their intended purpose. By asking the simple question “do you own any life insurance?” to employees or reviewing keyman policies, you can unlock a new source of revenue for your business or help employees transition into retirement. Bridge, a leading life settlement broker, can assist in this process by providing a free opportunity demo and helping you determine if a life settlement is the right choice for your company or employees. Fill out the form now to schedule your demo and learn more about how life settlements can benefit your organization.

Why Executives Should Consider Life Settlements

• Unlock Hidden Value: By identifying life and viatical settlements, executives can help employees or the company extract value from existing life insurance policies that are no longer needed or wanted. These policies can be sold for a lump sum payment, providing cash to the policy owner or the company that can be used for a variety of purposes.
• Improve Employee Benefits: Identifying life settlements as an employee option can help them transition to retirement sooner. It can also help employees address financial needs such as retirement, long-term care, or other expenses.
• Fulfill Fiduciary Responsibilities: Executives have a fiduciary duty to act in the best interests of the company and its stakeholders, which includes managing assets in a responsible and effective manner. By considering life and viatical settlements, executives can help maximize the value of assets while also addressing the financial needs of employees or the company.

Meet Joe – A Small Business Owner

Joe had a long-time employee Sam, who was looking to retire but felt unable due to a lack of funds. When Joe found out that Sam had an existing life insurance policy, Bridge was able to get Sam an appraisal. Bridge was able to increase his cash value by $150,000 giving Sam the peace of mind he needed to retire with confidence.

Meet Samantha – A Savvy Executive

Samantha was the CFO of a fast-growing tech startup that had recently lost its COO due to unforeseen circumstances. While looking through the company’s financials, Samantha noticed that the company had a keyman life insurance policy on the former COO. After doing some research, she realized that the policy could be sold for a much higher value than its surrender value. She presented this opportunity to the CEO, who was initially hesitant, but after further discussion, they decided to pursue the option of selling the policy.

After working with Bridge, a licensed life settlement broker, they were able to sell the policy for five times its surrender value. The proceeds from the sale were more than enough to cover the costs of finding a new COO and also provide a bonus benefit to the retiring partner and his family.

Samantha’s quick thinking and resourcefulness not only saved the company a significant amount of money but also provided a valuable benefit to their former COO and his family. The experience taught Samantha the importance of identifying all possible financial opportunities and considering all available options to benefit the company and its stakeholders.

Connect With Bridge

Unlock new revenue streams and provide your employees with a financial solution they never knew existed. Sign up for a free opportunity demo with Bridge today and discover how easy it is to increase your earnings potential while helping your team get the most out of their life insurance.