Success Story

Meet Teresa

COVID-19 created visitation restrictions for nursing homes.

COVID-19 continues to loom and affect our most vulnerable citizens, making long-term care decisions more difficult for families grappling with the safety of assisted living and nursing facilities. The life settlement relieved the financial and emotional pressure on Teresa’s family, and she was able to remain safely at home with proper care.

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Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$167,000
Number of Bids:
21
More Success Stories
Insured
Meet Diane, 92

Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.

Type of Policy:
Universal Life
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$225,000
Learn More
Insured
Meet Scott, 74

Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.

Type of Policy:
Term Conversion
Policy Face Value:
$2,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$630,000
Learn More
Insured
Meet Herb, 77 & Toby, 76

Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.

Type of Policy:
Survivorship UL
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$95,000
Learn More
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