Case Examples - CPA - In The Know

The sales price of a life insurance policy will vary depending on the institutional buyer, health history and other variables that may be present at the time of sale.

Case Examples : CPA "In The Know"

	Before Settlement	After Settlement
Death Benefit	$1,000,000	$0
Surrender Value	$0	$0
Policy Age	5 years old	new
Cash to Client		$275,000

A corporation purchased a competitor´s company.
The purchaser acquired company assets which included a $1,000,000 policy on the former owner - a 71 year old male in declining health.
Their CPA suggested that they investigate the possibility of a Life Settlement.

Benefits from Life Settlement
Through the use of a Life Settlement strategy, the policy became a $275,000 asset to the CPA´s client. This CPA had the foresight to become knowledgeable with this process.

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