Case Studies
These examples are for illustration purposes.
Early Life Settlement Example:
$5,000,000 Trust-Owned Term Policy
CLIENT: 65 year-old male, preferred rate class. The joint life policy for he and his spouse was ready to lapse.
CASH VALUE: $0:
EARLY LIFE SETTLEMENT OFFER: Client paid $125,000.
Early Life Settlement Example:
$1,000,000 Business Insurance Term Policy
CLIENT: 68 year-old male. His company was sold and the policy was unneeded.
CASH VALUE: $0
EARLY LIFE SETTLEMENT OFFER: Client paid $21,000.
Early Life Settlement Example:
$500,000 Trust-Owned Term Policy
CLIENT: 58 year-old male. Retired attorney with an unwanted policy.
CASH VALUE: $0
EARLY LIFE SETTLEMENT OFFER: Client paid $8,000.
A life settlement is a way to benefit from an unwanted life insurance policy. Only Trinity LIfe Settlements unique Early Life Settlement is geared to the younger segment of the boomer generation. Contact your personal insurance agent or financial advisor to see if Early Life Settlements are an option for you.
Learn more about our difference -