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Case
History 1
Client:
87 year old male & 82 year old female.
Result: $2,300,000 second to die policy with no cash value.
The policy was no longer required and was going to lapse. Insureds
sold the policy and received $300,000.00. Agent referral fee $92,000.
Case
History 2
Client:
70 year old male with health complications.
Result:
$1,000,000.00 policy with small cash value. Insured sold the policy
and received $120,000. Agent referral fee $40,000.
Case
History 3
Client: 83-year-old female in relatively poor health.
Result: $4,000,000.00 policy with an annual premium of $168,000.00.
Insured received $1,360,000.00. Agent referral fee $175,000.
Case
History 4
Client:
76-year-old male with some health problems.
Result:
$1,700,000 policy about to lapse. The owner could not afford to keep
the policy in force and received $275,000. Agent
referral fee $68,000.
Case
History 5
Client: 81-year-old male in relatively good health.
Result: $1,605,000.00 policy with an annual premium of $76,000.00.
Insured sold the policy for $202,800.00. Agent referral fee $64,000.
Case
History 6
Client: 78-year-old female in relatively good health.
Result: $1,000,000.00 policy with an annual premium of $84,000.00.
Insured sold the policy for $160,000.00. Agent referral fee $35,000.
Case
History 7
Client: 92-year-old female in relatively poor health.
Result: $2,000,000.00 policy with an annual premium of $110,000.00.
Policy expires at age 95. Insured sold the policy for $325,000.00.
Agent referral fee 60,000.
Case
History 8
Client: 73-year-old male with health issues.
Result: $500,000.00 policy. Insured sold the policy for $105,000.00.
Agent referral fee $20,000.00. |