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  →

Life Settlement

Life Settlement Should not your insurance agent inform you of all available options? A Life Settlement could be your solution to rising or burdensome premiums on life insurance you no longer need. Unfortunately, uninformed seniors surrender life insurance policies every day, without  →

Life Insurance Settlement

Life Insurance Settlement OK, I’m still alive and do not need my insurance, now what? Life Insurance Settlements may be the best option if you are over the age of 65 and no longer need your life insurance policy. Insurance policies are typically  →

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