Success Story

Meet Thomas & Katherine

Their needs had changed and no longer needed the policy.

Thomas and Katherine’s children were grown with kids of their own and successful careers – changing the need of the policy. They were going to surrender their policy for the cash value and reallocate premiums into other areas of planning. Through a life settlement, they were able to uncover significantly more value and fund the retirement
of their dreams.

*
Download PDF
Type of Policy:
Survivorship GUL
Policy Face Value:
$10,000,000
Cash Surrender Value:
$69,000
Life Settlement Value:
$2,800,000
Number of Bids:
29
More Success Stories
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
Insured
Meet Cecilia, 85

Liquidity constraints reduced donations
Cash created donation for the charity she loves.

Type of Policy:
Universal Life
Policy Face Value:
$3,000,000
Cash Surrender Value:
$48,000
Life Settlement Value:
$1,100,000
Learn More
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
Frequently Asked Questions
Still have questions?
downloadmenucross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram