Policy Face Amount: $6,500,000
Cash Surrender Value: $0
Genesis Procured: $860,000
An 85 year old female with a $ 6,500,000 UL policy, per the family attorney, no longer needed the policy for estate planning purposes. However, this policy was proving to be a challenging case within the market. Although the Advisor tried extensively to settle the policy, a colleague suggested he call Genesis
Genesis, through its significant fund and provider relationships, presented the policy owner with $860,000, an amount that was well beyond the advisor’s and the owner’s expectations.