Ed 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.
$690,000 for Emily, 82 year old
Emily, an 82 year old was the owner of a $3,000,000 life insurance policy with a surrender value of $425,000. Emily was paying $90,000 in annual premiums. Working with us, Emily secured $690,000 for her policy.