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Life Settlement Case Studies
Client: Male, 69 years old Policy: 10 year, $9 million term policy
Situation: Client’s premium was about to
increase and they no longer wished to fund the policy at the increased cost, so
he was going to let it lapse by default. Solution: Life Settlement Expert advised the client to have
their contract appraised in the secondary market and were able to effectively
negotiate an amount of $1,360,000 through the life settlement process.
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