Cash Value Lending Corporation provides professionals with a turnkey loan origination offering to potentially optimize clients’ cash value life insurance.
Our team can independently evaluate your clients’ policies and establish what, if any, options may exist.
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You know well the safety and stability a well-built, properly funded cash value life insurance policy can provide for your clients.
As your clients progress through life, their situations will undoubtedly change and that may impact their needs or desires. Cash Value Lending Corporation is a partner to you and your clients in providing alternative loan solutions
We can help your clients with alternatives to surrendering a great policy. Our solutions are designed to optimize for tax efficiency and specific financial needs.
Your clients turn to you to help sift through a complex and oftentimes overwhelming topic: money.
We are a partner that can help drive greater appreciation for your services.
Our exclusive partners at FairMarket Advisory Services, LLC make the process extremely easy for you and your clients. Below are the documents needed to properly appraise your client’s policy and give an estimate.
Current Policy Status Report
In-Force Illustrations
