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Case
History 1
Client:
87 year old male & 82 year old female.
Result:
$2,300,000 second to die policy with no cash value. The policy was
no longer required and was going to lapse. Insureds sold the policy
and received $300,000.00.
Case
History 2
Client:
70 year old male in with some health problems.
Result:
$1,000,000.00 policy with small cash value. Insured sold the policy
and received $120,000.
Case
History 3
Client:
83-year-old female in relatively poor health.
Result:
$4,000,000.00 policy with an annual premium of $168,000.00. Insured
received $1,360,000.00.
Case
History 4
Client:
76-year-old male with some health problems.
Result:
$1,700,000 policy about to lapse. The owner could not afford to keep
the policy in force and received $275,000.
Case
History 5
Client: 81-year-old male in relatively good health.
Result:
$1,605,000.00 policy with an annual premium of $76,000.00. Insured
sold the policy for $202,800.00.
Case
History 6
Client:
78-year-old female in relatively good health.
Result:
$1,000,000.00 policy with an annual premium of $84,000.00. Insured
sold the policy for $160,000.00.
Case
History 7
Client:
92-year-old female in relatively poor health.
Result:
$2,000,000.00 policy with an annual premium of $110,000.00. Policy
expires at age 95. Insured sold the policy for $325,000.00.
Case
History 8
Client:
73-year-old male with health issues.
Result:
$500,000.00 policy. Insured sold the policy for $105,000.00. |