The MX Series The Life Settlement Investment Solution

The insured can convert a non-liquid asset into cash.

• An estate planning tool for high net-worth seniors
• Original need for the policy no longer exists (e.g. mortgage paid off,
  children grown up)
• Key man insurance - executives have left or retired from a company
• Change in status of beneficiaries (e.g. divorce, death of dependents)
• Debt elimination
• Cash flow needs (e.g. retirement, annuity purchase, other investment
  options, charitable donation, healthcare expenses)