Mike and Sharon knew the reason they purchased their life insurance policy no longer existed. Their children were self-sufficient, and they were enjoying their retirement years. When they approached their insurance planner about surrendering the policy, she asked if they would be interested in another option. The life settlement is funding their retirement and creating memories with their family.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
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.
