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  Universal Life Insurance Success Story  

Universal Life Insurance Success Story


A 75-year old male owned three fixed Universal Life insurance policies with combined coverage of $3,308,000. The total cash value in all policies is $900,000. All polices were scheduled to lapse at age 88. His father is 99 so he was concerned about longevity.

With Legacy Quote:

  • Three life insurance policies were reduced to one.
  • All cash values were 1035 exchanged into the new policy.
  • The new policy was guaranteed* to age 120 with a new death benefit of $945,000.
  • No additional premium was required.
A 57-year old male owned two whole life insurance policies and one term policy with a total combined coverage of $385,000. One policy had an outstanding loan balance of $36,000. Net cash value was $38,000 and the ongoing annual premium was $9,800 per year on all three policies. His needs had changed and he no longer required the coverage for the full term. View Savings
 

Free No-Obligation Policy Evaluation Program

Independent expertise to provide you with an unbiased examination of your current policies to help you find better options for maximizing your premiums.

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Contact Legacy Quote
for a Free Evaluation

The leading independent insurance brokerage that specializes in working with mature individuals and families in the upper income bracket - so their clients can maximize their premiums and protect the heirs to their estate.

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