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 Judy, 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$10,000,000
Cash Surrender Value:
$185,000
Life Settlement Value:
$3,250,000
Learn More
Insured
Meet Scott, 74

Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.

Type of Policy:
Term Conversion
Policy Face Value:
$2,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$630,000
Learn More
Insured
Meet Mike, 78 & Sharon, 77

Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.

Type of Policy:
Survivorship UL
Policy Face Value:
$2,500,000
Cash Surrender Value:
$26,000
Life Settlement Value:
$612,000
Learn More
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