Success Story

Meet Cecilia

Limited liquidity prevented donor from giving more.

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.

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Type of Policy:
Universal Life
Policy Face Value:
$3,000,000
Cash Surrender Value:
$48,000
Life Settlement Value:
$1,100,000
Number of Bids:
34
More Success Stories
Insured
Meet Maria, 80

Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.

Type of Policy:
Guaranteed UL
Policy Face Value:
$500,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$197,000
Learn More
Insured
Meet June, 84

Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$1,500,000
Cash Surrender Value:
$25,000
Life Settlement Value:
$475,000
Learn More
Insured
Meet Herb, 77 & Toby, 76

Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.

Type of Policy:
Survivorship UL
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$95,000
Learn More
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