Evaluation Form

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Life Insurance Policy Evaluation Form

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CLIENT:

74 year old male

POLICY:

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

REASON:

He needed funds to assist with daily expenses.

CSV:

NAF OFFER:

$63,000

SUMMARY:

If policy lapsed, he would have received nothing.

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.