Living longer than expected, Carlos was on the verge of outliving his planned coverage. Expensive premium payments were eating through the built-up cash value in his policy and he did not have the means to make another premium. His financial advisor recommended a life settlement to create value and alleviate future premium payments.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
