The MX Series The Life Settlement Investment Solution

LIFE SETTLEMENTS > The Life Settlement Option

Sellers receive greater value than by surrendering their policy to the insurance company.

• Insured typically receives 2 to 4 times more than the insurance company’s cash surrender value
• Allows the insured to sell their policy (asset) for the highest price on
  the open market

89.5% of all Universal Life policies are cancelled prematurely.
(Source: Milliman Inc.)

40% of all life insurance policies held by individuals over 65 lapse or are surrendered annually.
(Source: National Association for Insurance Commissioners)