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Life Insurance Valuations, LLC

Life Insurance Appraisals for the 65+ market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com

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Life Insurance Valuations, LLC | intelligentnetworkmarketing.blogspot.com Reviews
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Life Insurance Appraisals for the 65+ market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com
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Life Insurance Valuations, LLC | intelligentnetworkmarketing.blogspot.com Reviews

https://intelligentnetworkmarketing.blogspot.com

Life Insurance Appraisals for the 65+ market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com

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1

Life Insurance Valuations, LLC: Typical Life Settlement Characteristics

http://intelligentnetworkmarketing.blogspot.com/2008/06/typical-life-settlement-characteristics.html

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Typical Life Settlement Characteristics. Wednesday, June 4, 2008. Posted by Dan Williams. Financial situation/needs change effecting insured (see label - When Appropriate). 65 years and older; average mid-to-late 70's. Policy types - 1. Universal Life policy's are most common 2. Survivorship. 3 Term ( convertible. Carrier has a BB rating or better.

2

Life Insurance Valuations, LLC: Term Conversion

http://intelligentnetworkmarketing.blogspot.com/2008/06/term-conversion.html

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Thursday, June 19, 2008. Posted by Dan Williams. 1,000,000 15-year level Term Policy; two years left for conversion option to Universal Life Policy. No Cash Surrender Value (term insurance). Upcoming Annual Premium $10,000. Client case file compiled: in-force illustration for post-conversion Universal Life Policy. Subscribe to: Post Comments (Atom).

3

Life Insurance Valuations, LLC: Fundemental Life Settlement

http://intelligentnetworkmarketing.blogspot.com/2008/06/fundemental-life-settlement.html

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Thursday, June 19, 2008. Posted by Dan Williams. 2,000,000 Face Value Universal Life Policy purchased 5 years ago. Cash Surrender Value of $50,000. Upcoming Annual Premium $60,000. Change in financial situation: Estate tax changes reduced need for coverage and as a result the client (insured) does not want to pay escalating premium any longer.

4

Life Insurance Valuations, LLC: Tax Implications of Life Settlements

http://intelligentnetworkmarketing.blogspot.com/2008/06/tax-implications-of-life-settlements.html

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Tax Implications of Life Settlements. Monday, June 9, 2008. Posted by Dan Williams. At the time of this writing, there are no Internal Revenue Code provisions or IRS rulings pertaining specifically to the income taxation of life settlements. Many authorities use the following assumptions in calculating the projected tax liabiltiy:. This projected tax ...

5

Life Insurance Valuations, LLC: April 2008

http://intelligentnetworkmarketing.blogspot.com/2008_04_01_archive.html

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Friday, April 11, 2008. Posted by Dan Williams. I entered the insurance industry as a life agent for the Equitable in 1983. In 1989 I co-founded f Commercial Group Underwriters, dba. And subsequently co-founded Electus. Insurance Services, a national Managing General Underwriter and retired as it's President in 2003. Which serves, CPA's.

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Life Insurance Valuations, LLC

Life Insurance Valuations, LLC. Life Insurance Appraisals for the 65 market - Contact Dan Williams (916) 765-3574 or email dan@lifeinsurancevaluations.com. Thursday, June 19, 2008. Posted by Dan Williams. 1,000,000 15-year level Term Policy; two years left for conversion option to Universal Life Policy. No Cash Surrender Value (term insurance). Upcoming Annual Premium $10,000. Client case file compiled: in-force illustration for post-conversion Universal Life Policy. Posted by Dan Williams. Received 4 in...

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