Up Your Assets

A Deep Dive Into Life Settlements


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Ever wondered if your life insurance policy could be worth more than you think? Ray Ferrara, CFP®, sits down with Boyd Crisler, founder of Boyd Settlements, to discuss life settlements. Together, they explore this often-overlooked third option for policy holders, diving into everything from eligibility requirements to tax implications. Through real-world cases and knowledgeable insights, discover how selling your life insurance policy could potentially put more cash in your pocket today. 

Acknowledgement and Important Disclosure

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Up Your AssetsBy V. Ray Ferrara, CFP®