About - Moss Financial Services

About Moss Financial Services

At Moss Financial Services, we collaborate solely with licensed professional buyers, ensuring a swift and seamless sale process.

Our Story

It’s important to note that every life settlement provider has its specific guidelines and criteria for evaluating policies. We can assess your policy’s eligibility and provide you with more information on the potential value of a life settlement for your specific case.

Deciding if a life settlement is the best option for you requires careful consideration.

Assess your current financial situation and determine if you have pressing needs for a lump sum of cash. Consider whether a life settlement aligns with your short-term or long-term financial goals.

We can help you weigh the pros and cons based on your specific circumstances and goals.

Ultimately, it’s a complex financial decision, and it’s essential to make an informed choice based on your unique needs and objectives.

We believe that your life’s worth extends beyond its present moment. Your life is a testament to your perseverance, your joys, and your struggles. It’s a legacy that deserves to be valued and celebrated.

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Our mission

Our mission is to empower you to regain control of your financial future. Moss Financial Services provides a safe and caring environment where you can explore the possibility of a life settlement, giving you the freedom to make choices that truly matter.

With empathy and understanding, our team will guide you through every step of the process, ensuring you feel supported, heard, and respected. We’re not just here to offer a service; we’re here to build a meaningful connection with you.

Experience the relief of financial flexibility, the comfort of knowing your future is secure, and the joy of pursuing the dreams you thought were out of reach.

At Moss Financial Services, it’s not just business; it’s about transforming lives.

Join the Moss Financial Services Family Today!

Testimonials

Here’s what his clients have to say!

My family has used Lonnie Moss for both personal and business insurance for over 30 years. He was always efficient and pleasant to work with. Now I used him for a new area of insurance. I had a life insurance policy that was expiring at the end of a 15 yr term and he arranged to find a buyer for it. It took a while & lots of paperwork, but the buyer paid me more than half of the payments I had made into it plus his commission. I never knew of this practice - so I recommended him to a family member who also had success with him. He is very friendly and easy to work with. I highly recommend him.

“I have known Lonnie B. Moss for the past five years and I have always been impressed by his dedication, tenaciousness and concern for his clients. Lonnie is extremely knowledgeable in all the areas of insurance and estate planning. He is well known for his follow-through and ability to produce an effective product. I have, in the past, recommended Lonnie to several of my friends and business associates. He has always done the best possible job for those individuals.”

“For over fifteen years I have relied on Lonnie Moss for financial advice. Over the years he keeps demonstrating a keen sense of understanding of my personal needs in relationship to planning for future events. I consider him very knowledgeable in the field of insurance.The financial results have been excellent and the personal service unsurpassed.”

“I have done business with Lonnie for years and I’ve always been impressed with his dedication to his clients and his follow-through in their behalf. He unselfishly works hard for you.”

“Lonnie Moss’ advice and knowledge have helped me insure my professional and personal life in such a way that I no longer have to worry about a major illness or business calamity.”

“I have known Lonnie Moss for years and done business with him for quite some time. I have always been impressed with his concern for his clients and his follow-through on their behalf.”

These are the personal views of a select group of Mr. Moss’ clients.
The opinions are not necessarily indicative of future performance or results.

Learn How To Sell Your Unwanted Life Insurance Policy For Cash

You can get a cash payout from your policy if it no longer serves a purpose for you. Complete the form below to get your Free Guide instantly and learn more, or call 908-477-5417 to speak with an expert.