Accountant Leo LaGrotte

Leo LaGrotte

Based on reviews
Licensed for 15 years
46001, Indiana [IN], Alexandria
Practice areas
Financial Advisor - FA

46001, Indiana, IN, Alexandria

Mon, Tue, Wed, Thu, Fri

317-863-5936 (Work)

About Leo

24/01/2017 - sent (Personal Website)

As founder, President & CEO of Life Settlement Advisors, LLC, I have over 16 years of experience working in the life settlement industry. 

What is a life settlement and how does it work? A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

Research indicates there are roughly 250,000 of these policies that are lapsed or surrendered each year, with a combined face value of more than $57 billion.

Life settlements exist out of the need for seniors to attain access to the life insurance death benefit while still living. Filling out a questionnaire is easy. Simply download from our website or request our questionnaire and send us a completed copy along with a copy of your life insurance policy.

We review your questionnaire, policy, and medical records. Working with independent third party underwriters, we determine whether or not you qualify to enter the market.

I’m able to provide information and guidance for financial advisors selling life insurance policies on behalf of their clients, as well as to investors who may be looking to invest in the life settlement market. 

I have the experience in and knowledge of the life settlement market to ensure that all of your needs are met. I would encourage you to connect with me and ask any questions you may have about life settlements, or please take some time to view some of the educational articles and videos below.

Let us guide you through the life settlement process. We can provide you with all of the answers to the questions you may have about selling your life insurance policy.

Reviews (0)
Only authorized users can review the CPA. Please Sign In or Sign Up.
It take only one minute of your time!