(800) 644-8515 is a crucial number to call when making financial decisions regarding your life insurance policy or understanding the life settlement process.

(800) 644-8515 is a crucial number to call when making financial decisions regarding your life insurance policy or understanding the life settlement process.

  • Home
  • About
  • Case Studies
  • Common Mistakes
  • Client Resources
    • Qualifications
    • Settlement Fact Sheet
    • HIPAA
    • Information Release Form
  • More
    • Home
    • About
    • Case Studies
    • Common Mistakes
    • Client Resources
      • Qualifications
      • Settlement Fact Sheet
      • HIPAA
      • Information Release Form
  • Home
  • About
  • Case Studies
  • Common Mistakes
  • Client Resources
    • Qualifications
    • Settlement Fact Sheet
    • HIPAA
    • Information Release Form

Old Goat Consultants

Old Goat ConsultantsOld Goat ConsultantsOld Goat Consultants
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Thinking About Selling Your Life Insurance Policy? Make an Informed Decision Before You Surrender or Sell


Selling a life insurance policy is one of the most significant financial decisions you may ever make. Unfortunately, many policyholders proceed without fully understanding their options or the true value of their life insurance policy.


The life settlement process can be complex and confusing. Most individuals lack a clear method to determine what their life insurance policy is genuinely worth. In many cases, initial offers are intentionally low to encourage a quick sale.


At Old Goat Consultants, we assist policyholders in navigating the life settlement process with clarity and confidence.


We work on your behalf to: 

- Explain your options in plain language 

- Evaluate the true market value of your life insurance policy 

- Manage a competitive bidding process with multiple institutional buyers 

- Protect you from rushed decisions and undervalued offers


In many cases, the final settlement value is significantly higher than the first offer presented. Before you lapse, surrender, or sell your life insurance policy, take the time to understand its full value. A careful review can make a meaningful difference.

What We Do

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Turn-Key Life Settlement Services


Old Goat Consultants offers comprehensive, end-to-end life settlement services designed to assist clients in making informed financial decisions. Our services include:


- Life insurance policy appraisals

- Medical records acquisition and review

- Financial and policy analysis

- Active competitive bidding with institutional buyers

- Offer evaluation and negotiation

- Coordination of the life settlement process through funding


We manage the complexity of the life settlement process, allowing our clients to navigate their options without pressure.

Life Insurance Settlement Services - Old Goat Consultants

A brief explanation of the life settlement process and how it works, along with important financial decisions to consider before making a choice regarding your life insurance policy.

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Old Goat Consultants

info@oldgoatsconsultants.com (800) 644-8515 Office Locations in Greenwich, CT and Rye Brook, NY

Hours

Monday - Friday - 9:00am - 5:00pm

Saturday/Sunday - By Appointment

Copyright © 2026 Old Goats Consultants - All Rights Reserved.

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