SHERIDAN WEALTH ADVISORS, INC.
MIAMI, FLORIDA

If your Universal Life (UL) , Variable Universal Life (VUL), Whole Life (WL) or Survivorship Universal Life (Second-to-Die, or SUL) policy is at least 10 years old, we can help you by: You’ll get a spreadsheet that shows the comparison. Then, when appropriate, our in-house underwriters will aggressively negotiate to get multiple carriers to compete for your business We provide a tailored, comparative market study that delivers: Our Forensic Review can provide alternatives that deliver: Long term care is a significant living benefit that life insurance carriers provide. Until recently, the stand-alone long term care insurance industry dominated this market, but that is changing. Today, the remaining long term care industry is in demonstrable free-fall. Premiums on such policies are rising rapidly across the board. Why You Need a Forensic Review of Life Settlements if You Want to Sell Your Policy Some people no longer need their life insurance. Premiums may have increased as much as 100% to 500%, making policies unaffordable, grown children may have done well on their own and no longer need the funds. Selling the policy may provide significant funds while simultaneously eliminating expensive premiums which can be used for other purposes. SWA can help you sell your policy for the highest possible price in a transparent, professional way. Be ready to sell the policy Nothing. While Marc Sheridan has 25 years of experience in the Life Insurance arena, with expertise in Estate Planning, Charitable Giving and Family Wealth Planning, Forensic Reviews are all the company does now. How many people / families have you helped improve their policies? We spreadsheet the entire industry! Quotes, products and underwriting guidelines all vary greatly by carrier. We do not rely on one company to provide you the best available solution because that leaves out the rest of the industry. Most productively, using it in a 1035 Tax-free exchange to amplify the benefit in higher policy values or lower premiums in a new policy If your Universal Life (UL) , Variable Universal Life (VUL), Whole Life (WL) or Survivorship Universal Life (Second-to-Die, or SUL) policy is at least 10 years old, we can help you by: You’ll get a spreadsheet that shows the comparison. Then, when appropriate, our in-house underwriters will aggressively negotiate to get multiple carriers to compete for your business We provide a tailored, comparative market study that delivers: Our Forensic Review can provide alternatives that deliver: Long term care is a significant living benefit that life insurance carriers provide. Until recently, the stand-alone long term care insurance industry dominated this market, but that is changing. Today, the remaining long term care industry is in demonstrable free-fall. Premiums on such policies are rising rapidly across the board. Why You Need a Forensic Review of Life Settlements if You Want to Sell Your Policy Some people no longer need their life insurance. Premiums may have increased as much as 100% to 500%, making policies unaffordable, grown children may have done well on their own and no longer need the funds. Selling the policy may provide significant funds while simultaneously eliminating expensive premiums which can be used for other purposes. SWA can help you sell your policy for the highest possible price in a transparent, professional way. Be ready to sell the policy Nothing. While Marc Sheridan has 25 years of experience in the Life Insurance arena, with expertise in Estate Planning, Charitable Giving and Family Wealth Planning, Forensic Reviews are all the company does now. How many people / families have you helped improve their policies? We spreadsheet the entire industry! Quotes, products and underwriting guidelines all vary greatly by carrier. We do not rely on one company to provide you the best available solution because that leaves out the rest of the industry. Most productively, using it in a 1035 Tax-free exchange to amplify the benefit in higher policy values or lower premiums in a new policy If your Universal Life (UL) , Variable Universal Life (VUL), Whole Life (WL) or Survivorship Universal Life (Second-to-Die, or SUL) policy is at least 10 years old, we can help you by: You’ll get a spreadsheet that shows the comparison. Then, when appropriate, our in-house underwriters will aggressively negotiate to get multiple carriers to compete for your business We provide a tailored, comparative market study that delivers: Our Forensic Review can provide alternatives that deliver: Long term care is a significant living benefit that life insurance carriers provide. Until recently, the stand-alone long term care insurance industry dominated this market, but that is changing. Today, the remaining long term care industry is in demonstrable free-fall. Premiums on such policies are rising rapidly across the board. Why You Need a Forensic Review of Life Settlements if You Want to Sell Your Policy Some people no longer need their life insurance. Premiums may have increased as much as 100% to 500%, making policies unaffordable, grown children may have done well on their own and no longer need the funds. Selling the policy may provide significant funds while simultaneously eliminating expensive premiums which can be used for other purposes. SWA can help you sell your policy for the highest possible price in a transparent, professional way. Be ready to sell the policy Nothing. While Marc Sheridan has 25 years of experience in the Life Insurance arena, with expertise in Estate Planning, Charitable Giving and Family Wealth Planning, Forensic Reviews are all the company does now. How many people / families have you helped improve their policies? We spreadsheet the entire industry! Quotes, products and underwriting guidelines all vary greatly by carrier. We do not rely on one company to provide you the best available solution because that leaves out the rest of the industry. Most productively, using it in a 1035 Tax-free exchange to amplify the benefit in higher policy values or lower premiums in a new policy