Many donors are facing liquidity constraints preventing them from meeting their giving goals. For Cecilia, a life settlement of her donated life insurance policies eliminated her future premium payments and created cash today for the charity she loves. She was then able to see the outcome of her donation while she is still living.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
