Recent Success Stories

$500,000 for Bill, 66 year old

November 17, 2014
/ / /
Comments Closed

Senior ManBill is a 66 year old male with a $5,000,000 life insurance policy with Lincoln Financial. Despite paying $250,000 in annual premiums, Bill had been told that because of the low interest rate environment he needed to make a $180,000 balloon payment to keep his policy active. His cash surrender value was only $2,000.

Working with us Bill secured $500,000 in exchange for his policy.

Read More

$116,000 for Ed, 70 year old

November 13, 2014
/ / /
Comments Closed

imsis541-002_5Ed is a 70 year old, who held a term life insurance policy with Prudential. His premiums were $26,000. Ed needed more liquidity in his portfolio. We worked with him to convert his term policy to a universal life policy, then sold it for him for $116,000.

Read More

$175,000 for Bill, 75 year old

November 13, 2014
/ / /
Comments Closed

shutterstock_39871357Bill, a 75 year old from Portland, Oregon, had a $1,000,000 universal life policy with Genworth. Bill’s annual premiums were $32,000 – and since his wife had passed, Bill didn’t really need the life insurance policy. Bill thought he had no option since the policy offered no cash surrender value, but working with us was able to sell his policy for $175,000.

Bill immediately put the money into a fund for his grandson’s education.

Read More
  • (minimum of $200k)
  • This field is for validation purposes and should be left unchanged.
×