Retain a Portion ‘RAP’ Life Settlements

APRIL 2011  ‘RAP’ (Retain a Portion) Life Settlement Solution: 74-year-old male  Life Insurance Policy Face Value: $3M Life Insurance Annual Premium: $79,452 RAP Life Settlement Offer: $25,000 + a retained death benefit of $180,000 Life Insurance Policy Type: Universal Life  →

March 2011 Life Settlement Case Study

March 2011 Viatical Settlement Case Study# 1: 57-year-old female Life Insurance Policy Face Value: $750,000 Life Insurance Annual Premium: $900 Viatical Settlement Offer: $405,000 Life Insurance Policy Type: Universal Life Insurance Life Insurance Cash Value: $0  Life Settlement Solutions: The client no longer  →

February 2011 Life Settlement Case Study

February 2011 Life Settlement Case Study# 1: 77-year-old male Life Insurance Policy Face Value: $5M Life Insurance Annual Premium: $214,500 Life Setlement Offer: $800,000 Life Insurance Policy Type: Universal Life Insurance Life Insurance Cash Value: $0 Life Settlement Solution: The  →

January 2011 Life Settlement Case Study

January 2011 Case Study# 1: 80-year-old female Policy Face Value: $1.5M Annual Premium: $36,052 Client Offer: $ 234,000 Policy Type: UL Cash Value: $0 Summary: The client’s estate had decreased and it had become very difficult for her to pay  →

December 2010 Life Settlement Case Study

December 2010 Case Study# 1: 79-year-old male Policy Face Value: $4M Annual Premium: $193,280 Client Offer: $720,000 Policy Type: UL Cash Value: $0 Summary: The client had taken out a life insurance policy years ago in order to cover the  →

November 2010 Life Settlement Case Study

November 2010 Case Study# 1: 88-year-old female Policy Face Value: $900,000 Annual Premium: $45,495 Client Offer: $195,000 Policy Type: UL Cash Value: $2,652 Summary: The client no longer needed this policy, which was originally purchased for estate tax purposes.  The  →

October 2010 Life Settlement Case Study

October 2010 Case Study# 1: 81-year-old male Policy Face Value: $750,000 Annual Premium: $33,072 Client Offer: $253,000 Policy Type: UL Cash Value: $73,225 Summary: The client no longer needed this policy, which was originally purchased for estate tax purposes. The  →

September 2010 Life Settlement Case Studies

September 2010 Case Study# 1: 79-year-old male Policy Face Value: $4M Annual Premium: $205,875 Client Offer: $320,000 Policy Type: UL Cash Value: $14,668 Summary: This was a corporate-owned policy, which limited the number of funders who were willing to bid  →

Tags

Meta