Why does Invescor do an internal valuation on a policy before it goes to the marketplace?
The valuation is a starting point to determine the policy’s potential value in today’s secondary marketplace. Knowing the worth of this financial asset enables us to ascertain whether providers are offering fair prices. Invescor uses third party actuarial software designed by the leading actuarial firm in the industry. The software reengineers the carrier’s illustration to determine its current value in the marketplace based on client life expectancy and return on investment to the funder. If offers fall substantially below the valuation, the policy owner may want to consider other options. If offers come in substantially higher than the valuation, the client can feel confident that they are getting a fair value. Invescor’s policy valuations are for internal use and shared only with the agent/rep.
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