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.
COVID-19 created visitation restrictions for nursing homes
She was able to remain safely at home with proper care.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
