13 Nov 2012 Cases

Variable Universal Life Analysis

less than a minute read


Compass Lexecon affiliated expert David K.A. Mordecai advised a consulting firm in the review of the terms, conditions, and disposition of a multimillion dollar portfolio of Variable Universal Life policies belonging to a client of the consulting firm. Dr. Mordecai, with modeling support from Michael Kwak, conducted a comparative scenario analysis of the cash flows underlying the policy investment performance and death benefits as loan collateral.

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