Maximize Your Company’s Financial Potential & Help Employees Retire with Life Settlements
Discover how executives such as CEOs and CFOs can sell keyman policies to earn more money for their companies and help their employees retire with the help of life settlements. Book a free opportunity demo with Bridge today.
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.
Do I need to be contracted with Bridge?
You don’t need to be contracted with Bridge to recommend life or viatical settlement options to your employees.
How does compensation work?
If you choose to accept compensation, Bridge offers the following programs;
- Referral: Approved Bridge affiliate includes a one-time, fixed payout not tied to the transaction.
Additional opportunities for anyone life licensed. For a free opportunity demo connect with Bridge below.
Steps To Success
Complete the form below to see if your business qualifies as an affiliate.
Get access to resources and tools to identify potential opportunities.
Help employees get the most out of their life policies, earn payouts, and repeat.
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.
We are sorry that this post was not useful for you!
Let us improve this post!
Tell us how we can improve this post?