Our Services

At Bridge, we specialize in helping seniors maximize the value of their existing life insurance policies through life and viatical settlements. Our comprehensive range of services ensures a smooth and profitable experience for our clients.

Main Services

Life Settlements

Unlock the hidden value of your life insurance policy by selling it for a lump sum cash payment.

Viatical Settlements

For those with a terminal illness, a viatical settlement offers financial relief by converting your life insurance into immediate funds.

Retained Death Benefits

Maintain a portion of your policy’s death benefit while receiving a cash payout today.

Comprehensive Support Services

We offer a full suite of services to guide you through every step of the settlement process:

Consultation

  • Suitability Assessment: Determine if a settlement is the right choice for you.
  • Risk Analysis: Understand potential risks and benefits.
  • Qualification: Ensure you meet the criteria for a settlement.

Policy Review and Analysis

  • Inspection: Thorough examination of your policy details.
  • Valuation: Accurate estimation of your policy’s worth.

Underwriting

  • Application Assistance: Help with completing and submitting applications.
  • Medical Underwriting: Assess life expectancy and medical conditions.

Title Verification

  • Trust and Life Insurance Verification: Ensure all title documents are in order.

Negotiation

  • Liaison Services: Act as an intermediary between you and potential buyers.

Closing Assistance

  • Notary Services: Provide notary assistance for document signing.
  • Document Management: Ensure all paperwork is completed and organized.

Auction Facilitation

  • Open Auctions: Facilitate auctions among providers to secure the highest payouts for our clients.

Fiduciary Promise

  • 15-Day Return Policy: Satisfaction guaranteed or your money back.
  • Highest Offer Guarantee: We strive to secure the best possible offer for you.
  • Dedicated Client Services: Personalized service, including travel to meet your needs.

Additional Third-Party Services

We partner with trusted professionals to offer 360-degree support, including:

  • Financial Planning & Advisory
  • Tax Strategy
  • Life Coaching
  • Estate Planning
  • Travel Planning
  • Annuities

By providing detailed and clear information, we ensure our clients have all the resources they need to make informed decisions. Contact us today to learn how we can help you benefit from your life insurance policy.