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.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
