Case Studies

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Case Studies

For illustration purposes only.

Client:

Policy:

Reason:

CSV*:

NAF Offer**:

84 year old female

$684,000

She considered letting her policy lapse due to high premiums.

$9,000

$210,000

Summary:

Over $200,000 more than the cash value.

Client:

Policy:

Reason:

CSV:

NAF Offer:

74 year old male

Term life policy with a face amount of $420,000

He needed additional funds to assist with daily expenses.

$63,000

Summary:

If policy lapsed, he would have received nothing.

Client:

Policy:

Reason:

CSV:

NAF Offer:

81 year old female

Universal life policy with a face amount of $10,000,000

Used funds for better investment opportunity.

$347,140

$1,600,000

Summary:

She received 1.2 million dollars more than the cash value.

Client:

Policy:

Reason:

CSV:

NAF Offer:

79 year old retiree with declining health

Universal life policy with a face amount of $500,000

Used Funds to afford to live in an assisted living facility.

$11,259

$148,726

Summary:

Afforded her financial security and a place in the center for several years.

Client:

Policy:

Reason:

CSV:

NAF Offer:

75 year old male

$5,000,000 key man policy

Company was sold so key man policy was no longer needed.

$900,000

Summary:

He was able to cash in close to a million dollars. If he had let the policy lapse, he would have received nothing.

*"CSV" or Cash Surrender Value represents what the life insurance companies would give your client for their policy.

**"NAF Offer" refers to an offer presented by NAF Funding on behalf of one of its funding sources interested in purchasing a life insurance policy from a policyowner.

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NOTICE: This website and any written materials herein are intended for life insurance producers and financial professionals only. The materials are not intended for and should not be distributed to the general public. These materials should not be relied upon by anyone considering a life settlement transaction. Anyone considering a life settlement transaction is strongly encouraged to discuss all of the relevant issues with his or her insurance, financial, tax and legal advisors.

Case Studies

For illustration purposes only.

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