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Life Insurance


Annuities


Premium Financing

1. Life Insurance

A life insurance policy can be a vital part of a senior’s financial plan.  As a tax free benefit, it can provide estate protection and results in peace of mind for your loved ones.

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2. Annuities

An annuity is a contract between you and an insurance company, under which a lump-sum payment or series of payments is made and in return, the insurer agrees to make periodic payments to you beginning immediately or at some future date.
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3. Premium Financing

Premium Financing refers to the financing of premiums for a life insurance policy.  This can be an extremely beneficial way for a senior to preserve their liquidity and be able to establish estate protection. 
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4. Life Settlement

A life settlement is the sale of a senior's life insurance policy for an amount in excess of the policy´s cash surrender value and can be a significant source of additional liquidity.

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5. EquityKey®

Equity Key allows seniors to receive cash today in exchange for the future appreciation of residential and commercial property.

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f{6 . Real Estate
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Senior Financial Solutions, Inc. is a California Licensed Real Estate Broker with 40+ years of combined experience and can help seniors with their real estate needs including the selling, purchasing and financing of properties. 

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