Lumis Life
PlatformHow It Works
Tools
Personal Longevity ReportLife Expectancy CalculatorSocial Security CalculatorCarrier Underwriting Comparison
ExamplesInsightsFAQ
Back to gallery
SAMPLEAge 78

Robert Harris

Advanced cardiac and diabetic, $1M UL policy

Severe coronary disease with two prior stents, moderate heart failure after a recent decompensation, poorly controlled type 2 diabetes on insulin, and stage 3 chronic kidney disease. Holds a $1M universal life policy originally issued preferred 20 years ago. Illustrates an impaired-risk life settlement where expected offers clear the cash surrender value, how buyer IRR assumptions move the offer, and how carriers treat a complex cardiac profile today.

Impaired-risk settlementHold vs sell trade-offCarrier underwriting spread

Open the sample views

Each view is the same page a real client or advisor would see. A sample banner stays on screen so it is always clear you are looking at a fictional profile.

Consumer longevity report

The full self-serve report: health-adjusted life expectancy, survival curve, condition impacts, what-if scenarios, Social Security comparison, and the per-carrier underwriting class estimator inline at the bottom.

View report

Advisor + settlement view

How the same profile appears to a financial advisor: policy details, settlement valuation across three buyer IRR scenarios, hold-vs-sell strategy comparison, and a clinical-level health breakdown.

View advisor sample

Curious what the experience looks like with your own numbers? Generate a free personal longevity report. No account required.

Lumis Life

Actuarial-grade longevity intelligence for financial advisors.

Get longevity planning insights:

Platform

  • Personal Longevity Report
  • Longevity Calculator
  • Social Security Calculator
  • Mortality Modeling
  • Strategy Comparison

Resources

  • Insights
  • Carrier Comparison
  • Retirement Planning
  • Life Settlements
  • Estate Planning

Company

  • About
  • For Advisors
  • Contact

Legal

  • Privacy Policy
  • Terms of Service

Important Disclaimer: Lumis Life provides longevity analytics and decision support tools for financial professionals. The information and analysis provided on this platform are for informational purposes only and do not constitute an offer, solicitation, or recommendation to buy or sell any security or insurance product.

All models and projections involve assumptions and simplifications that may not reflect individual circumstances. Mortality estimates are based on actuarial models and should not be interpreted as medical diagnoses or prognoses. Always consult with qualified legal, tax, and financial professionals before making decisions.

Lumis Life is not a life settlement broker, dealer, or provider. We do not buy, sell, or facilitate the sale of life insurance policies. Life settlement analytics are provided to help advisors evaluate policy options.

This platform is not HIPAA-compliant and does not provide medical advice, diagnosis, or treatment. Health-related data entered into assessments is used solely for actuarial modeling purposes. Users are responsible for ensuring they have appropriate authorization before entering health data about third parties.

© 2026 Lumis Life. All rights reserved.

PrivacyTerms