Survivorship Life Insurance Success Story

A husband and wife ages 76 and 62 own a $880,000 survivorship policy. The policy's cash value is $153,000. The in-force illustration indicated that the policy's guarantees will remain intact to maturity and no other premiums are needed. The clients wanted to see if there is a better situation available.

With Legacy Quote:

• All survivorship products available with us were reviewed and the top three performers were illustrated using a 1035 exchange of all funds.
• We were unable to find a policy that outperformed their current policy.
• We recommended that the policy owner retain the current policy but should continue to monitor its future performance.

No matter what sort of life insurance policy or policies you have, you have nothing to lose and potentially much to gain by having your policies evaluated!