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Case Studies
Provided
by LISA members
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Case Study:
34081205 |
Posted or revised on:
14:02:09 2008-12-05 |
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Provided by:
Excelsior Financial, Inc. |
view full details |
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Policy seller: |
64 Male |
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Policy value: |
$500,000.00 |
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Net Settlement paid to
seller: |
$367,500.00 |
73.50% of death benefit |
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Cash surrender value
(CSV) |
$0 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
28081112 |
Posted or revised on:
23:27:57 2008-11-11 |
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Provided by:
Noble Financial & Insurance Services, Inc |
view full details |
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Policy seller: |
76 Male |
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Policy value: |
$10,000,000.00 |
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Net Settlement paid to
seller: |
$3,000,000.00 |
30.00% of death benefit |
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Cash surrender value
(CSV) |
$0.00 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
28081111 |
Posted or revised on:
22:56:33 2008-11-11 |
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Provided by:
Noble Financial & Insurance Services, Inc |
view full details |
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Policy seller: |
77 Female |
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Policy value: |
$1,000,000 |
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Net Settlement paid to
seller: |
$185,000 |
18.50% of death benefit |
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Cash surrender value
(CSV) |
$34,038 |
3.40% |
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Settlement vs. CSV
ratio yield: |
543.51% |
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Case Study:
27081106 |
Posted or revised on:
00:32:49 2008-11-06 |
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Provided by:
Noble Financial & Insurance Services, Inc |
view full details |
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Policy seller: |
81 Female |
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Policy value: |
$2,000,000 |
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Net Settlement paid to
seller: |
$615,000 |
30.75% of death benefit |
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Cash surrender value
(CSV) |
$315,000 |
15.75% |
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Settlement vs. CSV
ratio yield: |
195.24% |
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Case Study:
25081014 |
Posted or revised on:
18:30:37 2008-10-03 |
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Provided by:
Estate Trust Inc |
view full details |
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Policy seller: |
66 Female |
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Policy value: |
$1,000,000. |
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Net Settlement paid to
seller: |
$485,000. |
48.50% of death benefit |
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Cash surrender value
(CSV) |
$0 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
24080530 |
Posted or revised on:
05-30-08 |
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Provided by:
Schechter Wealth Strategies |
view full details |
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Policy seller: |
85 / 81 Female / Male |
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Policy value: |
$20,000,000.00 |
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Net Settlement paid to
seller: |
$5,800,000.00 |
29% of death benefit |
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Cash surrender value
(CSV) |
$0.00 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
22080303 |
Posted or revised on:
23:23:46 2008-03-02 |
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Provided by:
AAA settlements |
view full details |
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Policy seller: |
74 Male |
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Policy value: |
$350,000 |
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Net Settlement paid to
seller: |
$175,000 |
50% of death benefit |
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Cash surrender value
(CSV) |
$30,629 |
8.75% |
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Settlement vs. CSV
ratio yield: |
571.35% |
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Case Study:
21080204 |
Posted or revised on:
23:40:10 2008-02-04 |
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Provided by:
AAA settlements |
view full details |
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Policy seller: |
84 Female |
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Policy value: |
$500,000 |
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Net Settlement paid to
seller: |
$215,000 |
43% of death benefit |
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Cash surrender value
(CSV) |
$23,997 |
4.80% |
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Settlement vs. CSV
ratio yield: |
895.95% |
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Case Study:
20080126 |
Posted or revised on:
16:59:20 2008-01-25 |
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Provided by:
Trinity Financial Services, LLC |
view full details |
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Policy seller: |
75 Female |
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Policy value: |
$2,000,000.00 |
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Net Settlement paid to
seller: |
$78,000.00 |
3.90% of death benefit |
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Cash surrender value
(CSV) |
$0.00 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
19080125 |
Posted or revised on:
00:15:00 2008-01-25 |
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Provided by:
AAA settlements |
view full details |
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Policy seller: |
78 Female |
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Policy value: |
$1,000,000 |
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Net Settlement paid to
seller: |
$405,000 |
40.50% of death benefit |
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Cash surrender value
(CSV) |
$0 |
0.00% |
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Settlement vs. CSV
ratio yield: |
N/A |
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Case Study:
18080123 |
Posted or revised on:
20:18:02 2008-01-23 |
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Provided by:
Trinity Financial Services, LLC |
view full details |
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Policy seller: |
74 Male |
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Policy value: |
$4,000,000.00 |
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Net Settlement paid to
seller: |
$207,810.00 |
5.20% of death benefit |
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Cash surrender value
(CSV) |
$78,348.00 |
1.96% |
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Settlement vs. CSV
ratio yield: |
265.24% |
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Case Study:
17080111 |
Posted or revised on:
15:14:11 2008-01-11 |
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Provided by:
Trinity Financial Services, LLC |
view full details |
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Policy seller: |
71 Female |
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Policy value: |
$10,000,000.00 |
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Net Settlement paid to
seller: |
$420000. |
4.20% of death benefit |
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Cash surrender value
(CSV) |
$48,285.56 |
0.48% |
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Settlement vs. CSV
ratio yield: |
869.83% |
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Case Study:
16080108 |
Posted or revised on:
19:23:52 2008-01-08 |
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Provided by:
Trinity Financial Services, LLC |
view full details |
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Policy seller: |
80 Female |
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Policy value: |
$2,000,000.00 |
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Net Settlement paid to
seller: |
$330,000.00 |
16.50% of death benefit |
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Cash surrender value
(CSV) |
$9,897.65 |
0.49% |
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Settlement vs. CSV
ratio yield: |
3334.12% |
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