85 year old female

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.

Successful Settlements

  • 87 year old female
    Policy Face Amount: $1,250,000 Cash Surrender Value: $0 Genesis Procured: $235,000 A female insured by a $1.25MM UL policy which was no longer required for …

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