[WSBAPT] secondary market to sell life insurance

Bruce Moen brm at moenlaw.com
Thu Nov 9 11:12:14 PST 2023


I sold a $1M policy through an agent, Dan Maize, a few years ago.

  Bruce Moen

Contact info:

danmaizel at gmail.com

206 388-9684
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Diane J. Kiepe <DJKiepe at depdslaw.com>
Sent: Thursday, November 9, 2023 11:00 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] secondary market to sell life insurance


Hello,



I have a family member who would like to sell two policies on his life that he inherited from his father who recently passed.  He could use the money now and has other Life Insurance.  If any of you have worked with a market purchaser of life insurance (or even just know of a company in the biz), could you please provide a name and contact or just name?



Thanks in advance for any answers -



Please note that I will be out of the office starting December 4, 2023 until approximately December 18, 2023 for medical reasons, with little to no email for the initial few days.  If you need immediate assistance, please call 509-455-5300 and ask for Sandy Saty.



Diane J. Kiepe

Douglas Eden, P.S.

717 W. Sprague Ave., Suite 1500

Spokane, WA  99201

djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>

509-455-5300



KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS.  FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL AS THE CASE MAY BE) MARKED URGENT IN THE SUBJECT LINE.





DISCLAIMER: the preceding message and any attachments may contain confidential information protected by law, the attorney-client privilege or other privilege.  This communication is intended to be private and may not be recorded or copied without the consent of the author.  If you believe this message has been sent in error, REPLY to sender and then DELETE this message.  Thank you.






-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20231109/b902de93/attachment.html>


More information about the WSBAPT mailing list