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We have assembled below seven possible case studies from the many thousands of life-settlements we have written that we think you’ll find helpful and instructive. You can see how we’ve assisted a wide spectrum of senior clients with various types of life insurance policies. From those who were in need of cash very quickly, to financially secure higher net worth clients with more complex situations and investment goals.

Case # 1

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
Male 73 Year Old
Universal Life Policy
2003
$2,000,000
$250,000
$178,052
$515,000

Case # 2

Insured
Policy

Year Policy Issued
Total Face Amount
Cash Value
Surrender Value
Lifeline Settlement
Male 73 Year Old
Term Policy Converted to Guaranteed Universal Life
2009
$9,000,000
$7,874
$0
$1,440,000

Case # 3

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
Male 80 Year Old
Universal Life
2008
$2,000,000
$0
$0
$375,000

Case #4

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
83 Year old Female
Universal Life
2008
$2,000,000
$83,175
$958
$110,000

Case #5

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
82 Year old Female
Universal Life
2007
$8,058,957
$257,835
$0
$700,500

Case #6

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
Male 73, Female 72 Year Old
Joint Life Insurance Policy
1995
$1,000,000
$170,000
$48,000
$228,000

Case #7

Insured
Policy
Year Policy Issued
Face Amount
Cash Value
Surrender Value
Lifeline Settlement
Female 93 Year Old
Universal Life Policy
1991
$900,000
$140,000
$56,000
$420,000

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