case studies: lump sum

Ashar Group has facilitated the assignment of billions of policy benefits in Secondary Market transactions. The following case studies are examples of client situations that can begin with a Secondary Market Valuation. No different than any other asset or piece of property, it's important to know what it is worth when making informed decisions. Choose from the link below to learn about the benefits of Secondary Market Solutions.

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lump sum

A retiree needed to better fund his retirement and mounting healthcare needs.

Insured | 79 year-old male

  • Type of Policy | Universal Life
  • Policy Face Value | $750,000
  • Cash Surrender Value | $3,800
  • Secondary Market Value | $175,000
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