91 Year Old Female

Policy Face Amount: $4,000,000

Cash Surrender Value: $0

Genesis Procured: $1,590,000

A trust owning a $4MM universal life policy insuring a 91 female no longer required the policy for estate planning needs, As assets were repositioned the policy premiums became an unneeded expense. The trustees decided to lapse the policy. Upon learning about life settlements they contacted Genesis. Genesis procured a $1,590,000 offer. The trustees were delighted with the outcome and were able to use the proceeds to benefit the trust.

Successful Settlements

  • 86 year old female
    Policy Face Amount: $500,000 Cash Surrender Value: $0 Genesis Procured: $150,000 An eighty six year old woman with a $500,000 policy no longer required the …

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