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.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
