Mike and Sharon knew the reason they purchased their life insurance policy no longer existed. Their children were self-sufficient, and they were enjoying their retirement years. When they approached their insurance planner about surrendering the policy, she asked if they would be interested in another option. The life settlement is funding their retirement and creating memories with their family.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
