Case Studies

Provided by LISA members

 

Case Study: 34081205

Posted or revised on: 14:02:09 2008-12-05

Provided by:  Excelsior Financial, Inc.

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Policy seller:

64 Male

 

Policy value:

$500,000.00

 

Net Settlement paid to seller:

$367,500.00

73.50% of death benefit

Cash surrender value (CSV)

$0

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 33081117

Posted or revised on: 16:00:38 2008-11-17

Provided by:  Veris Settlement Partners, Inc. (formerly Select Life)

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Policy seller:

54 Male

 

Policy value:

$2,000,000.00

 

Net Settlement paid to seller:

$190,000.00

9.50% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 33081116

Posted or revised on: 15:53:46 2008-11-17

Provided by:  Veris Settlement Partners, Inc. (formerly Select Life)

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Policy seller:

66 Female

 

Policy value:

$532,000.00

 

Net Settlement paid to seller:

$255,000.00

47.93% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 32081115

Posted or revised on: 15:47:11 2008-11-17

Provided by:  Veris Settlement Partners, Inc. (formerly Select Life)

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Policy seller:

64 Male

 

Policy value:

$4,500,000.00

 

Net Settlement paid to seller:

$700,000.00

15.56% of death benefit

Cash surrender value (CSV)

$0

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 31081114

Posted or revised on: 00:05:06 2008-11-12

Provided by:  Noble Financial & Insurance Services, Inc

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Policy seller:

65 Male

 

Policy value:

$6,000,000.00

 

Net Settlement paid to seller:

$731,500.00

12.19% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 30081113

Posted or revised on: 00:01:07 2008-11-12

Provided by:  Noble Financial & Insurnace Services, Inc

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Policy seller:

65 Male

 

Policy value:

$10,000,000.00

 

Net Settlement paid to seller:

$791,000.00

7.91% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 28081112

Posted or revised on: 23:27:57 2008-11-11

Provided by:  Noble Financial & Insurance Services, Inc

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Policy seller:

76 Male

 

Policy value:

$10,000,000.00

 

Net Settlement paid to seller:

$3,000,000.00

30.00% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 28081111

Posted or revised on: 22:56:33 2008-11-11

Provided by:  Noble Financial & Insurance Services, Inc

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Policy seller:

77 Female

 

Policy value:

$1,000,000

 

Net Settlement paid to seller:

$185,000

18.50% of death benefit

Cash surrender value (CSV)

$34,038

3.40%

Settlement vs. CSV ratio yield:

543.51%

 

     

Case Study: 27081106

Posted or revised on: 00:32:49 2008-11-06

Provided by:  Noble Financial & Insurance Services, Inc

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Policy seller:

81 Female

 

Policy value:

$2,000,000

 

Net Settlement paid to seller:

$615,000

30.75% of death benefit

Cash surrender value (CSV)

$315,000

15.75%

Settlement vs. CSV ratio yield:

195.24%

 

     

Case Study: 25081014

Posted or revised on: 18:30:37 2008-10-03

Provided by:  Estate Trust Inc

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Policy seller:

66 Female

 

Policy value:

$1,000,000.

 

Net Settlement paid to seller:

$485,000.

48.50% of death benefit

Cash surrender value (CSV)

$0

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 25080716

Posted or revised on: 20:50:04 2008-07-10

Provided by:  Veris Settlement Partners, Inc. (formerly Chesapeake Financial Settlements, LLC)

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Policy seller:

69 Male

 

Policy value:

$500,000

 

Net Settlement paid to seller:

$210,000

42% of death benefit

Cash surrender value (CSV)

$10,335

4.01%

Settlement vs. CSV ratio yield:

1047.6%

 

     

Case Study: 24080530

Posted or revised on: 05-30-08

Provided by:  Schechter Wealth Strategies

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Policy seller:

85 / 81 Female / Male

 

Policy value:

$20,000,000.00

 

Net Settlement paid to seller:

$5,800,000.00

29% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 23080519

Posted or revised on: 14:58:39 2008-05-12

Provided by:  Veris Settlement Partners, Inc. (formerly Chesapeake Financial Settlements, LLC)

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Policy seller:

70 Male

 

Policy value:

$1,000,000

 

Net Settlement paid to seller:

$156,000

15.60% of death benefit

Cash surrender value (CSV)

$0

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 22080303

Posted or revised on: 23:23:46 2008-03-02

Provided by:  AAA settlements

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Policy seller:

74 Male

 

Policy value:

$350,000

 

Net Settlement paid to seller:

$175,000

50% of death benefit

Cash surrender value (CSV)

$30,629

8.75%

Settlement vs. CSV ratio yield:

571.35%

 

     

Case Study: 21080204

Posted or revised on: 23:40:10 2008-02-04

Provided by:  AAA settlements

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Policy seller:

84 Female

 

Policy value:

$500,000

 

Net Settlement paid to seller:

$215,000

43% of death benefit

Cash surrender value (CSV)

$23,997

4.80%

Settlement vs. CSV ratio yield:

895.95%

 

     

Case Study: 20080126

Posted or revised on: 16:59:20 2008-01-25

Provided by:  Trinity Financial Services, LLC

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Policy seller:

75 Female

 

Policy value:

$2,000,000.00

 

Net Settlement paid to seller:

$78,000.00

3.90% of death benefit

Cash surrender value (CSV)

$0.00

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 19080125

Posted or revised on: 00:15:00 2008-01-25

Provided by:  AAA settlements

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Policy seller:

78 Female

 

Policy value:

$1,000,000

 

Net Settlement paid to seller:

$405,000

40.50% of death benefit

Cash surrender value (CSV)

$0

0.00%

Settlement vs. CSV ratio yield:

N/A

 

     

Case Study: 18080123

Posted or revised on: 20:18:02 2008-01-23

Provided by:  Trinity Financial Services, LLC

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Policy seller:

74 Male

 

Policy value:

$4,000,000.00

 

Net Settlement paid to seller:

$207,810.00

5.20% of death benefit

Cash surrender value (CSV)

$78,348.00

1.96%

Settlement vs. CSV ratio yield:

265.24%

 

     

Case Study: 17080111

Posted or revised on: 15:14:11 2008-01-11

Provided by:  Trinity Financial Services, LLC

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Policy seller:

71 Female

 

Policy value:

$10,000,000.00

 

Net Settlement paid to seller:

$420000.

4.20% of death benefit

Cash surrender value (CSV)

$48,285.56

0.48%

Settlement vs. CSV ratio yield:

869.83%

 

     

Case Study: 16080108

Posted or revised on: 19:23:52 2008-01-08

Provided by:  Trinity Financial Services, LLC

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Policy seller:

80 Female

 

Policy value:

$2,000,000.00

 

Net Settlement paid to seller:

$330,000.00

16.50% of death benefit

Cash surrender value (CSV)

$9,897.65

0.49%

Settlement vs. CSV ratio yield:

3334.12%

 

     

 

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