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Life Insurance Settlement

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What's In Your Hope Chest? A story about how a life insurance settlement provided hope to a couple trying to regain control of their finances.

Published in: Economy & Finance, Business
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Life Insurance Settlement

  1. 1. <ul><li>Life Insurance Settlement </li></ul><ul><li>What’s In Your Hope Chest? </li></ul>Male Age 75 Health Status: Fair Financial Status: Employed And Struggling Primary Concerns Then: Protect spouse and company Primary Concerns Now: Regain independence After losing their business and home, an elderly couple was forced to move in with their children while attempting to regain control of their finances. One morning when they were scanning the help wanted adds, they came across a new life settlement market article that mentioned the LIVE pdq tool. The people and circumstances depicting in this example are fictitious. Similarities between both and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  2. 2. <ul><li>What is LIVE pdq ? </li></ul><ul><li>LIVE pdq is a p retty d arn q uick L ife I nsurance V aluation E stimate based on: </li></ul><ul><li>Insured’s longevity estimate </li></ul><ul><li>Insured’s cost of insurance </li></ul><ul><li>Current market conditions </li></ul><ul><li>The primary purpose of LIVE pdq is to estimate the likelihood of a specific policy qualifying for a life settlement . </li></ul>“ If you go the life settlement route, start with an estimate of the policy’s market value. You can use the free tool ( LIVE pdq ) at policysettlement.com, which is run by Norman Hood.” – Kiplinger’s Retirement Report. July 2008. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  3. 3. <ul><li>Next Steps </li></ul>After policysettlement.com provided more information, they rushed to their storage unit to search for a company life insurance policy they were almost ready to cancel. After finding the policy buried in the bottom of an old hope chest, they pulled it out and prayed a life insurance settlement would help them regain their financial independence. “ If you go the life settlement route, start with an estimate of the policy’s market value. You can use the free tool ( LIVE pdq ) at policysettlement.com, which is run by Norman Hood.” – Kiplinger’s Retirement Report. July 2008. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  4. 4. <ul><li>Fast, Easy, Thorough </li></ul><ul><li>To their delight, LIVEpdq met their expectations. They quickly completed the fast and easy (but thorough) questionnaires about their: </li></ul><ul><li>Policy </li></ul><ul><li>Health </li></ul><ul><li>Lifestyle </li></ul><ul><li>Then they crossed their fingers, clicked submit, and hoped this would be their lucky break. </li></ul>“ If you go the life settlement route, start with an estimate of the policy’s market value. You can use the free tool ( LIVE pdq ) at policysettlement.com, which is run by Norman Hood.” – Kiplinger’s Retirement Report. July 2008. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  5. 5. Congratulations “ If you go the life settlement route, start with an estimate of the policy’s market value. You can use the free tool ( LIVE pdq ) at policysettlement.com, which is run by Norman Hood.” – Kiplinger’s Retirement Report. July 2008. They jumped for joy when they discovered their policy had a good chance of qualifying for a life insurance settlement. When they made a phone call to policysettlement.com they were equally pleased to talk to an experienced representative who had already reviewed their LIVEpdq and was willing to answer all of their questions. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  6. 6. <ul><li>Next, policysettlement.com: </li></ul><ul><li>Used its Goal mgr tool to make sure a life insurance settlement really matched their concerns and priorities. </li></ul><ul><li>Provided full disclosure of the ten alternatives in addition to a life insurance settlement. </li></ul><ul><li>Obtained written authorization. </li></ul><ul><li>Used a properly licensed life settlement broker to shop the market for the best possible result. </li></ul>“ If you go the life settlement route, start with an estimate of the policy’s market value. You can use the free tool ( LIVE pdq ) at policysettlement.com, which is run by Norman Hood.” – Kiplinger’s Retirement Report. July 2008. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE
  7. 7. Life Insurance Settlement Summary $1,000,000 Universal Life $16,222 Annual Premium Priority When Bought: Protect spouse and company $236, 587 Life Settlement No More Premiums Priority When Sold: Regain independence Male Insured Age 75 In Fair Health For this couple the story truly had a happy ending. Because they were able to find the source, they took advantage of the life settlement option and were able to start over. They used the life settlement proceeds for the deposit on a small apartment and the down payment on a new business they could run together. Ironic how the hope chest that contained everything that got them started in life also contained the hidden asset and the hope for starting over. The people and circumstances depicting in this example are fictitious. Similarities between them and actual policysettlement.com clients are totally coincidental. Start LIVE pdq HERE

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