Case Summary 1 - Senior Settlement

Gender & Age: Male - age 73
Health Summary: History of heart disease
Projected life expectancy: 8 - 10 years
Life Insurance Value: $500,000 UL Policy
Premiums: $17,400 p/year to maturity
Surrender Value: $14,000
 
Settlement Amount:  $105,000
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Case Summary 2 - Key Man

Gender & Age: Male - age 68
Life Insurance Value: $2,000,000
Surrender Value: $270,000
 
Settlement Amount:  $470,000
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Case Summary 3 - Term Life

Gender & Age: Female - age 83
Life Insurance Value: $350,000
Surrender Value: $0
 
Settlement Amount:  $85,000