Life Settlement Examples

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10/13 EXAMPLES

Text in this Example:

Gender
Age
Policy Type
Face Amount
Cash Value
Reason for Sale
Life Settlement
Male
Convertible Term Life
$300,000
No longer need for coverage
$50,700
Convertible Term Life
$1,575,000
Want to enhance retirement income
$365,000
Female
$1,225,000
Want to maximize value
$280,000
Universal Life
$1,775,000
$675,000
Use settlement funds for new death benefit policy
$$805,000
$10,000,000
$2,000,000
Husband deceased, no longer wants to fund the premium
$2,700,000
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.