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Life Settlement Case Study

   
 

Policy Seller 1

 
Reason for Sale: Person intended to receive the cash has passed away
Insured: 75 yr Old male
Type of policy: Universal Whole Life
Face amount of Policy: $100,000
Cash Surrender Value: $15,000
Sale Price: $20,000
Resolved: The Client sold his policy and was able to access the cash and reduce his monthly expenses
   
 

Policy Seller 2

 
Reason for Sale: Premiums unaffordable
Insured: 80 Year Old Female
Type of policy: Universal Whole Life
Face amount of Policy: $200,000.00
Cash Surrender Value: $19,000.00
Sale Price: $64,000.00
Resolved: The client sold her policy and was able to use the cash to pay medical and other expenses.
   
 

Note: The examples are solely intended to demonstrate the potential benefits of a life settlement and may not represent future, past or present life settlement pay outs. Each policy is subject to the purchaser's underwriting standards that vary from time to time.

 
 
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