Case Studies
Real People, Life-Enhancing Benefits
The following are real people, like your clients, who have realized substantial benefits from life settlement:
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Insured | Female, age 78 |
| Policy | Universal | |
| Face Amount | $4,000,000 | |
| Cash Value | $98,000 | |
| Life Settlement | $718,000 | |
Ann is 78 years old and was recently widowed. She decided to sell her universal life policy with a face value of $4,000,000. If Ann had surrendered her policy, she would have received only $98,000. Fortunately, she asked her financial professional about a life settlement and received a cash payout of $718,000 for her policy; a seven hundred-thirty percent (730%) increase. Thanks to her agent and GWG Advantage, Ann no longer needs to worry about making ends meet and she’s even been able to set up a trust fund for her grandchildren.
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Insured | Male, age 69 |
| Policy | Variable Universal | |
| Cash Value | $153,000 | |
| Life Settlement | $293,000 | |
Phillip is a 69-year-old retired professional. He reviewed his portfolio along with a trusted financial professional and identified his variable universal life insurance policy as a powerful asset. He was tired of paying high premiums and determined that his policy was no longer necessary. Surrendering the policy would have yielded only $153,000. But when he chose life settlement through GWG Advantage, Phillip received $293,000; a one hundred ninety-one percent (191%). His reinvested the proceeds in long-term care and Phillip now has the financial vehicles he needs for a secure retirement.
