Male, Age 69 - $3,000,000 UL Policy

($117,000 CSV) $3,000,000 Term Policy
  • Insured Founder & CEOM
  • Company endured 18 months of significant EBITDA decline
  • Company hired crisis consultant who determined sale best option
Life Settlement Solution
  • Settlement amount of $936,000
  • Cash provided critical liquidity for company until sale complete
  • Received $819,000 over surrender

Disclaimer

Life Settlement amounts are based on numerous factors. The case examples are for illustration purposes and does not represent future offers, statements, percentages or amounts. Actual results will vary. The industry average purchase price obtained by viators ranges from 12-24% of the face amount of a qualified life insurance policy. Some or all of the proceeds of a life settlement may be taxable under federal or state income tax laws from the sale of one’s life insurance policy. Advice from a professional tax advisor is recommended. Melville Capital is a licensed broker or producer.