Life Settlement: 86-Year Old Male

86-Year Old Male

The Background

An 86 year old male had a $15,000,000 face amount life insurance policy from AXA Equitable with a cash surrender value of $1,500,000. The annual premiums were $570,000.

The Problem or Challenge

The insured was over insured for his needs. He was go-ing to cash in his insurance policy for the cash surrender val-ue of $1,500,000 before being contacted by our team.

The Source of the Lead

Networking at a local rotary club.

The Solution

The owner received a purchase price of $4,000,000.

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