Life Settlement Case Studies
Examples of Successful Life Settlements
Thousands of people benefit every year by selling their insurance rather than surrendering it for little or nothing. It is so important to get an appraisal or estimate before you consider surrendering your life insurance policy. To help illustrate why someone would seek a life settlement and to show how they work, we’ve compiled some examples. These are just recent examples and it is important to understand that a life settlement is case by case.
This is not meant to represent that you will qualify for a life settlement and it is not meant to entice you into selling your life insurance policy. Life insurance is a valuable asset.
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March 2011 Life Settlement Case Study
Case Study #1: 57-year-old femalePolicy has $750K Face Value with $900 annual premium. Client receives offer of $405,000Case Study #2: 79-year-old malePolicy has $2M Face Value with $130K annual premium. Client receives offer of $130,000Case Study #3: 67-year-old malePolicy has $200K Face Value with $6K annual premium. Client receives offer of $104,000
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February 2011 Life Settlement Case Study
Case Study #1: 77-year-old malePolicy has $5M Face Value with $214K annual premium. Client receives offer of $800,000Case Study #2: 88-year-old malePolicy has $1M Face Value with $81K annual premium. Client receives offer of $180,000Case Study #3: 74-year-old malePolicy has $3.75M Face Value with $136K annual premium. Client receives offer of $610,000
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January 2011 Life Settlement Case Study
Case Study #1: 80-year-old femalePolicy has $1.5M Face Value with $36K annual premium. Client receives offer of $234,000Case Study #2: 82-year-old malePolicy has $1.8M Face Value with $65K annual premium. Client receives offer of $410,000Case Study #3: Couple in 80’sPolicy has $1.65M Face Value with $59K annual premium. Client receives offer of $360,000
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December 2010 Life Settlement Case Study
Case Study #1: 79-year-old malePolicy has $4M Face Value with $193K annual premium. Client receives offer of $720,000Case Study #2: 81-year-old malePolicy has $2.8M Face Value with $78K annual premium. Client receives offer of $280,000Case Study #3: 82-year-old malePolicy has $650K Face Value with $37K annual premium. Client receives offer of $128,000
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November 2010 Life Settlement Case Study
Case Study #1: 88-year-old femalePolicy has $900K Face Value with $45K annual premium. Client receives offer of $195,000Case Study #2: 78-year-old malePolicy has $1M Face Value with $21K annual premium. Client receives offer of $50K + $400K at deathCase Study #3: 83-year-old femalePolicy has $4M Face Value with $263K annual premium. Client receives offer of $420,000
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October 2010 Life Settlement Case Study
Case Study #1: 81-year-old malePolicy has $750k Face Value with $33K annual premium. Client receives offer of $253,000Case Study #2: 85-year-old malePolicy has $1M Face Value with $36K annual premium. Client receives offer of $160,000Case Study #3: 83-year-old malePolicy has $1.5M Face Value with $74K annual premium. Client receives offer of $305,000
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September 2010 Life Settlement Case Studies
Case Study #1: 79-year-old malePolicy has $4M Face Value with $205K annual premium. Client receives offer of $320,000Case Study #2: 88-year-old femalePolicy has $1M Face Value with $86K annual premium. Client receives offer of $120,000Case Study #3: 68-year-old malePolicy has $1M Face Value with $46K annual premium. Client receives offer of $300,000
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Life Settlements Need to Know
- Life Insurance is an assest
- You can sell your life insurance to pay for long term care
- It is possible to use a life insurance policy to secure a loan
- Life Insurance can help you access liquid funds now
- Elders are discovering unexpected hidden value in their life insurance policies
- A medicaid life settlement can pay directly for in-home long term care or nursing home care
- A Life Settlement means no more high monthly premium payments
- Never surrender a life insurance policy without having an appraisal of it’s value
DO YOU QUALIFY?