Many donors are facing liquidity constraints preventing them from meeting their giving goals. For Cecilia, a life settlement of her donated life insurance policies eliminated her future premium payments and created cash today for the charity she loves. She was then able to see the outcome of her donation while she is still living.
Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.
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.
