LIFE INSURANCE SETTLEMENT OPTION EXAMPLE

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MALE - Age 77
$1,500,000 Universal Life
  • $38,004 Annual Premiums
  • $0 Cash Surrender Value

Life Insurance Settlement Amount of $335,000

After a co-stockholder retired, his existing buy-sell policy was made available to him for personal coverage. Since the cost of maintaining the policy was prohibitive, he took advantage of his life settlement option to convert an unwanted expense into a much needed asset.

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Choosing The Best Life Settlement Option

During the presentation step of a life settlement we present the complete results of the documentation step so you can determine which life settlement option and/or financial alternative best compliments your overall objectives and concerns.

Using The Proceeds From A Life Settlement Wisely

We can also help seniors determine how to best utilize the proceeds from a life settlement to compliment their retirement lifestyle an/or satisfy other financial objectives. If they decide keeping their policy would be more beneficial than exercising their life settlement option, we can use our exclusive COImgr to help them maintain their policy more cost effectively.