Norma Lee Valle’s team will guide you on how to get the best settlement from your life insurance policy. First, we help you determine your financial needs: short term, long term, for you, the ones you love, and your estate. You are under no obligation during our consultation for comparing our solutions to your lifestyle objectives. Please review the services we provide in the following areas:
-Life Settlements
-Seniors Life Planning
-Seniors Long Term Care Insurance
-Financial Planning
-Retirement Planning
The Life Settlements USA team is led by Norma Lee Valle, a licensed Insurance Agent and now a licensed Life Settlement Broker. Valle has devoted over twenty years to serving non-profit Rio Grande Valley organizations. Valle became a Life Settlement Broker to help meet the needs of friends and family relatives as they get older. She knows that the best way to continue to help her community is to broker the deals herself. The State of Texas now leads America in authorizing Medicaid Life Settlements for Senior Citizens via Bill-2383 signed by the Governor. Disclosure Notice: Receipt of life insurance benefits or life settlement could also affect your eligibility or your family’s eligibility for public assistance programs ( Medicaid, AFDC, SSI, or drug assistance). Your are advised to consult with a qualified tax advisor and with social service agencies to determine how receipt of these benefits affects your tax status, eligibility for public assistance, and circumstances under which you could receive acceleration of life insurance benefits excludable from income under federal law.