Life Insurance Settlement
If you think about it, your life insurance settlement option
used is vital when it comes to what you really want your
policies to do. Most life insurance agents don't discuss this in
detail. The online life insurance salesmen are even worse.
Special consideration has to be given as to whether or not this
policy is intended for family protection. Is this policy
intended to provide an income, or is the need a lump sum need.
Is the need for a retirement income whether through an annuity
or a permanent life insurance policy. Is the policy intended to
pay estate taxes.
What of business life insurance, is this policy intended to fund
a "buy sell" agreement or is it for key person insurance.
Regardless of the purpose, the life insurance settlement option
you decide on is an important decision and is worth your thought
and consideration.
Here are the options you have.
You can have the proceeds paid out in one Lump Sum. This
is an advantage if the need is a lump sum need, like last
expenses etc. This can be wrong option if the intent is to
secure the family until the children finish school. It is better
to use an income option to fulfill this need.
The proceeds of the life insurance policy can be paid in the
form of a Life Income. Let us take a situation where your
desire is is to have sufficient income paid to your spouse for
the rest of her life, the Life Income Option is ideal.
Incidentally, there are several Life Income Options.
When setting up your pension you can arrange with the insurance
company to pay out the income until the last person named dies.
This is referred to as the Joint And Last Survivor Settlement
Option. Usually used for married couples.
Another life insurance settlement option is the Interest
Income Option. You say to the insurance company, pay me the
interest each month and keep my principal intact. I like this
option especially when the principal is sufficient to provide a
decent monthly income.
Another option is the Fixed Period Income Option. You say
to the life insurance company, pay me whatever income the lump
sum will provide over the next seven years, for example. The
insurance company will do exactly that. Let us say you have a
youngster about to enter medical school, you want to use this
income to guarantee that the funds are available to take care of
these costs, this would be a good life insurance settlement
option to use for this.
The Fixed Amount Option is similar to the fixed period
option as far as the end result is concerned. In this case,
however, you decide on the amount of income you desire each
month.
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My method is to take the utmost trouble to find the right thing
to say, and then to say it with the utmost levity. George
Bernard Shaw, (1856 - 1950)