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.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
