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      Life Settlement Case Examples
Case Example #1

Objective - Reduce Life Insurance Premiums While Maintaining Coverage.

Current Policy
Male
Age 74

Death Benefit -        $3,000,000
Cash Value -           $140,000
Annual Premium -  $93,000

Through a life settlement, the client received $450,000 and used it to fund a new $3M policy.

New Policy
Male
Age 74

Death Benefit -        $3,000,000
Cash Value -           $450,000
Annual Premium -  $81,000
____________________________________________________________________________

Case Example #2

Male
Age 80

Death Benefit -         $1,200,000
Cash Value -            $ 72,000
Annual Premium -   $42,000

Life Settlement = $375,000

The client received $375,000 from a policy he was going to surrender for $72,000!

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