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.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
