  Case Studies - Take A Closer Lookl.i.f.e. StoriesAshar Group has facilitated the assignment of millions of dollars in Life Settlement transactions. The following real cases are only a few examples of the various types of policies and transactions that exist in the secondary market. Choose from the link below or scroll down as you please. Contact Ashar Group toll free at 800-384-8080 to discuss your particular situation.
Estate Tax Planning Due to the increase in the estate tax exemption, this client no longer needed the death benefit for estate tax purposes. Insured: 77 year-old male Policy Rescue – Trust Owned Survivorship Policy The policy is thinly funded and will lapse within 3 years. Insured: 78 year-old female with minor health issues, and male age 79 in reasonable health The policy no longer fit the client’s current financial or estate planning needs. Insured: 84 year-old female This policy holder needed liquidity to expand his business. Insured: 78 year-old male Business Term Insurance - Executive Retiring A businessman was retiring and no longer needed his key-person insurance. Insured: 70 year-old male The policy was not performing as efficiently as possible and new options were being explored by the advisor. Insured: 78 year-old male with minor health issues |
