Life Settlement Examples

Create Inheritance Planning examples like this template called Life Settlement s that you can easily edit and customize in minutes.

Text in this Example:

Policy Type
Face Amount
Cash Value
Reason for Sale
Life Settlement
Convertible Term Life
No longer need for coverage
Convertible Term Life
Want to enhance retirement income
Want to maximize value
Universal Life
Use settlement funds for new death benefit policy
Husband deceased, no longer wants to fund the premium
Life Settlement Cases
Individuals who are selling their life insurance policy at a discount must meet the following guidelines:
The insured should be over the age of 65.
There should not be a negative change in health since the policy was issued.
The policy must have been in effect for over 2 years.
The insured should have a future life expectancy of less than 12 years.
The death benefit of the policy should be a minimum of $100,000.

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