Like so many policy owners, Hector put in place a responsible plan. But over time, the premiums for his life insurance policy became a significant financial burden. His financial advisor encouraged him to investigate all his options. The life settlement eliminated future premium payments, so he reallocated those funds and the settlement proceeds to cover today’s needs, relieving financial stress.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
