• When you are 56 years of age or older
• When a policy is lapsing or being surrendered
• When there is no longer a need for the security that the policy provides
• When Premiums have become unaffordable
• When Funds are needed to pay for long-term care or health care costs
• When Financial hardships are present
• When there is a need for new life insurance, annuities or long-term care
• When the insured has outlived his or her beneficiaries
• When there is a change in the health status of the insured

About Our Company

Wealth Assurance, LLC is focused solely on working with seniors, protecting their wealth. Whether it is selling their existing policy, obtaining premium financing for a new policy or qualifying for new coverage to protect their assets, the professionals at Wealth Assurance, LLC maintain the highest standards with the clients needs first.

With over 60 years of combined expertise in the Senior Insurance and Financial Capital Markets, you can rest assured that “our experience is working for you”.

Every client of Wealth Assurance has different needs and we take the time to construct a plan that satisfies their goals. Whether it is selling your existing policy for up to 10 times the cash value or protecting your estate with the best possible and least expensive policy…you will have the options you are looking for.

WEALTH ASSURANCE, LLC Life Settlements – Premium Financing – Estate Planning