SENIOR SETTLEMENTS EXAMPLE
FEMALE - Age 80
$5,000,000 Universal Life
- $219,236 Annual Premium
- $550,000+ Due At Loan Maturity
Life Insurance Settlement Amount of $985,000
An elderly lady decided not to keep her policy when her premium finance loan matured.
After reading about senior settlements, she sold the policy, paid off the loan, and invested the $400,000+ profit.
Reverse Mortgage Calculator
Use this calculator to help determine the balance of a reverse mortgage. This calculator is specifically
designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.
Definitions
- Lump sum advance
- The starting balance or amount you expect to receive immediately from your reverse mortgage.
- Years
- The total number of years you are planning draw from the reverse mortgage.
- Monthly loan advance
- Total monthly amount you plan on receiving, in addition to the lump sum advance.
- Interest rate
- The annual interest rate for this loan.
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Information and interactive calculators are made available to you as self-help tools for your independent
use and are not intended to provide investment advice. We cannot and do not guarantee their applicability
or accuracy in regards to your individual circumstances. All examples are hypothetical and are for
illustrative purposes. We encourage you to seek personalized advice from qualified professionals
regarding all personal finance issues.