[WSBAPT] Selling a life insurance policy

[Philip N. Jones]

There are many companies who are in this business.  You can find them easily by running a google search.  I believe there are also brokers who try to shop the policy around.  Your client might think about looking into the tax consequences first.  My limited experience is that buyers expect a deep discount and brokers take a sizable commission.  Like everything else in life.  And death.
Phil Jones
Portland OR

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com
(503) 226-1371

On Jul 23, 2020, at 9:25 AM, Jon Fritzler <FritzlerLaw at outlook.com> wrote:


I have a client who is considering selling his life insurance policy.  Does anyone have a referral to a broker who would shop the policy to potential buyers?  Any general advice regarding selling a life insurance policy?

Sincerely,
Jon M. Fritzler
Attorney at Law
PO Box 61451
Vancouver, WA 98666
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>

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