case studies: term settlement

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 decision. Choose from the link below to learn about the benefits of Secondary Market Solutions.

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term settlement

A key executive retiring from his company

Insured | 73 year-old male

  • Type of Policy | Term convertible to UL up to age 75
  • Policy Face Value | $5,000,000
  • Cash Surrender Value | $0 - considered lapsing the policy
  • Secondary Market Value | $1,200,000 included in his retirement package
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