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.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
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.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
