Slide 1The Role of Life Insurance in Business Succession Planning Julius H. Giarmarco, Esq. Slide 2 Family Facts Father:John (age 65) Mother:Mary (age 65) Son:Lawrence (age…

1. Life Settlements For Training Purposes Only 2. What is a Life Settlement? A Life Settlement is simply the sale of an existing life insurance policy that is no longer affordable,…

1. When do you needadditional life insurance cover? 2. As you advance through different stages of life, your responsibilities and priorities change, thereby necessitating…

1. Completing Your Bucket List (While Living With a Life-Limiting Illness) Photo: https://www.flickr.com/photos/mypubliclands/16296469186/ - Bob Wick 2. Bucket lists consist…

1. A life settlement is simply the sale of an existing life insurance policy, of someone age 65 or above, on the secondary market for more than its cash surrender value.…

03/2006 Presented by WHAT IS A LIFE SETTLEMENT? A life settlement is the sale of an existing life insurance policy that gives the policy owner a cash settlement in excess…

Presented by 01/2006 WHAT IS A LIFE SETTLEMENT? A life settlement is the sale of an existing life insurance policy that gives the policy owner a cash settlement in excess…

PowerPoint Presentation THE OPPORTUNITY IN LIFE SETTLEMENTS 1 What is a life settlement? 2 A life settlement is simply the sale of an existing life insurance policy, of someone…

In this issue... Page 2 What is philanthropy? Page 3 Mr. Andreâs legacy Page 2 July 2014YOUR LEGACY Contâd on page 4 University Hospitals Kingston Foundation Guide to Planned…

VOL. LI No. 7 July 2010 Ju In a life settlement agreement, the current life insurance policy owner transfers the ownership and beneficiary designations to a third party,…