Life Insurance Awareness Month reminds us that life insurance can offer more than just peace of mind. Seniors, did you know you might be able to unlock hidden value in your policy with a life settlement? Life settlements can offer seniors an alternative to surrendering or lapsing their policy, providing much-needed cash for medical expenses, long-term care, or simply to enjoy retirement to the fullest. Welcome Funds is here to help guide you and your clients through the life settlement process. We're committed to transparency, ensuring your clients receive fair market value and are informed every step of the way. Let's work together to help seniors achieve greater financial flexibility and peace of mind. Contact Welcome Funds today to explore life settlement options for your clients. #WelcomeFunds #LifeInsuranceAwarenessMonth #LIAM2024 #LifeSettlements #FinancialPlanning #SeniorLiving #SeniorFinancialWellness #SeniorSupport #advisors #adgents
Welcome Funds
Financial Services
Boca Raton, Florida 1,377 followers
Life Settlement Experts | Maximizing Offers When Selling Life Insurance Policies Through Our Auction Platform.
About us
Founded in 2000, Welcome Funds, Inc. represents the best interests of consumers who are interested in selling their unwanted or unaffordable life insurance policies. As a nationally licensed life settlement broker, it’s our responsibility to secure the highest market value for the sale of your policy. We do so by negotiating with every active life settlement provider authorized in your state, who compete to purchase policies through our proven auction process. With only one application, our clients are able to access the entire life settlement market – saving time & stress and providing the confidence to make an informed financial decision. Over the past 24 years, Welcome Funds has helped thousands of Americans uncover the living value of their life insurance policy: - 36,000 life settlement offers negotiated - $6 Billion in Face Value Settled - $1 Billion Paid to Clients - 9 Average # of Bids Per Policy For more information about Welcome Funds and to find out if a life insurance policy qualifies for a life settlement, please visit www.welcomefunds.com or call 1-877-227-4484.
- Website
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https://www.welcomefunds.com
External link for Welcome Funds
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Boca Raton, Florida
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Life Settlements, Viatical Settlements, Life Insurance Market Valuations, Life Insurance Fair Market Value, Secondary Market for Life Insurance, Life Settlement Broker, Viatical Settlement Broker, Sell Life Insurance Policy for Cash Now, Sell Your Life Insurance Policy, Free Life Insurance Policy Valuation, Cash in Your Life Insurance Policy, How Much Is Your Life Insurance Policy Worth?, and Sell Life Insurance Policy to the Highest Bidder
Locations
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Primary
Get directions
4755 Technology Way
202
Boca Raton, Florida 33431, US
Employees at Welcome Funds
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Dan Ohman
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Adam Sosnick
Life Settlement Expert aka "The Life Settlement Guy" at Welcome Funds. Helping Advisors Secure Top Dollar for Clients!
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John Welcom
Founder & CEO of Welcome Funds, Inc.
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Mark Isenman
National Sales Director at Welcome Funds | Helping Advisors Secure Top Dollar for Clients!
Updates
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The life settlement market is expanding rapidly, presenting a unique opportunity for financial advisors. Learn how to leverage this trend and offer your clients a valuable solution for their unneeded life insurance policies. 🔍 Read our latest blog post for insights and strategies: https://lnkd.in/gWH9tHUV #welcomefunds #LifeSettlements #LifeSettlementMarket #retirement #FinancialPlanning
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Help your senior clients unlock hidden value in their life insurance policies. Life settlements can provide much-needed funds for retirement, healthcare, or other financial goals. Learn more and expand your client solutions today! #WelcomeFunds #LifeSettlements #FinancialPlanning #finacialadvisors #agents #seniors #retirement
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Happy Birthday to our amazing VP & COO, Dan Ohman! We appreciate your leadership and dedication. Thank you for everything you do for our WFI team. #welcomefunds #lifesettlements #happybirthday #COO #VP
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Happy 17th work anniversary to Jennifer Gray, our amazing underwriting director! Not only is Jen a brilliant professional, but she's also a wonderful colleague and friend. Her positive energy and unwavering support make Welcome Funds a truly special place to work. We're so lucky to have you on our WFI team, Jen! #welcomefunds #WorkAnniversary #TeamWFI #lifesettlements #underwriting
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Financial advisors, are your clients prepared for a potential shift in Social Security benefits? Help them navigate this challenge and ensure a secure retirement by exploring alternative income sources and leveraging overlooked assets like life insurance. Learn more ➡ https://lnkd.in/e6yeD-WS #welcomefunds #FinancialAdvisor #RetirementPlanning #LifeSettlements
Reimagining Your Financial Security
welcomefunds.com
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Cheers to Tommy on his birthday! 🎂 Thanks for bringing your talent and dedication to our WFI team. We're lucky to have you! Here's to many more! 🎂 #welcomefunds #WelcomeFundsFamily #BirthdayCelebrations #WorkAnniversary #lifesettlements
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Financial Advisors: Help Your Clients Create a Secure Retirement with Multiple Income Streams. Explore 8 strategies for passive income generation and discover how life settlements can be a valuable tool in your client's financial portfolios. Read more: https://lnkd.in/eeFz4RGP #welcomefunds #lifesettlements #advisors #retirement
FINDING CASH FLOW FROM PASSIVE INCOME SOURCES
Welcome Funds on LinkedIn
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Worried about outliving your retirement savings? Discover 5 strategies for managing retirement costs & explore how your life insurance could be a hidden asset. Learn more: https://lnkd.in/eZN6Vtk3 #RetirementPlanning #FinancialSecurity #LifeSettlements #SellYourLifeinsurance #welcomefunds #LifeSettlementauction
Viatical and Life Settlement Broker | Welcome Funds
welcomefunds.com
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Join us in wishing a very happy birthday to Kerry, our amazing marketing director! We're so grateful to have you on the Welcome Funds team, and we wish you a day filled with joy and relaxation. #welcomefunds #happybirthday #LifeSettlements #MaximizeValue
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