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<ul><li>Senior Settlement  </li></ul><ul><li>Cowboy Heard It In A Love Song </li></ul>Male Age 65 Health Status:  Excellen...
<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 sti...
<ul><li>Just The Facts </li></ul>His agent sold him a  life settlement policy   His initial “investment”  was around $100,...
<ul><li>Policysettlement.com </li></ul><ul><li>Used  LIVE pdq  and arrived at zero value </li></ul><ul><li>Completed a for...
The Unhappy Ending Male Age 65 In Excellent Health A rancher followed his life insurance agent’s advice to buy a life sett...
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Senior Settlement

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Cowboy Heard It In A Love Song - Senior settlement storied don't always end happy. LIVEpdq can also be a reality check.

Published in: Economy & Finance, Business
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Senior Settlement

  1. 1. <ul><li>Senior Settlement </li></ul><ul><li>Cowboy Heard It In A Love Song </li></ul>Male Age 65 Health Status: Excellent Financial Status: Financially Independent “ Heard It In A Love Song” was his favorite tune. “The grass is always greener … can’t be wrong” always had a good ring to it. When an insurance agent told him to buy life insurance and then use a senior settlements transaction to sell it later… he was all in. The idea was to make enough money to send his grandson to college. So he put the ranch on the line to take the plunge, never anticipating what might be hiding in the grass on the other side of the hill. This story begins with LIVE pdq . Start LIVE pdq HERE The people and circumstances in this example are fictitious. Similarities with actual policysettlement.com clients are coincidental.
  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. Start LIVE pdq HERE The people and circumstances in this example are fictitious. Similarities with actual policysettlement.com clients are coincidental.
  3. 3. <ul><li>Just The Facts </li></ul>His agent sold him a life settlement policy His initial “investment” was around $100,000 He expected to double his money in two years No one predicted the market collapse His agent said “keep paying and wait for a recovery” He read a popular senior settlement blog for a 2 nd opinion “ 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. Start LIVE pdq HERE The people and circumstances in this example are fictitious. Similarities with actual policysettlement.com clients are coincidental.
  4. 4. <ul><li>Policysettlement.com </li></ul><ul><li>Used LIVE pdq and arrived at zero value </li></ul><ul><li>Completed a formal appraisal to confirm results </li></ul><ul><li>Shared a recent article discussing the hazards of buying life settlement policies for personal investment </li></ul><ul><li>Advised him to cut losses unless he needed insurance </li></ul><ul><li>Cautioned others that green grass can turn brown and go up in smoke </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. Start LIVE pdq HERE The Next Steps The people and circumstances in this example are fictitious. Similarities with actual policysettlement.com clients are coincidental.
  5. 5. The Unhappy Ending Male Age 65 In Excellent Health A rancher followed his life insurance agent’s advice to buy a life settlement policy so he could sell it two years later and make enough to send his grandson to college. When the market collapsed a life settlement agent at policysettlement.com helped him take a realistic look at his options. Sorry. This story does not have a happy ending. Sometimes, just a reality check begins with LIVE pdq . START YOUR story HERE The people and circumstances in this example are fictitious. Similarities with actual policysettlement.com clients are coincidental. $100,000 Total Loss: $0 Actual Senior Settlement Value: $100,000+ Total Outlay: 2009 Results $100,000+ Expected 2009 Gain: $200,000+ 2009 Senior Settlement Value: $100,000+ Two Year Premium: 2007 Expectations

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