Advisors ask their compliance departments, “How can I tell my clients that I provide comprehensive and holistic financial planning yet not disclose the life settlement option when appropriate?” With an aging population, many clients prefer to receive a buyout of their existing life insurance for an amount that is higher than their cash surrender value, providing liquidity for investments and other retirement needs.
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Success Stories
![Meet James. Age 75](https://ashargroup.com/wp-content/uploads/2021/05/success_story_5.jpg)
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.
![Thomas and Katherine](https://ashargroup.com/wp-content/uploads/2021/06/tom-kat.jpg)
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
![Meet Edna.](https://ashargroup.com/wp-content/uploads/2021/05/success_story_6.jpg)
Donated policy to a charity ran out of cash value to pay premiums
Donor was able to create a living legacy and enjoy seeing the gift used while living.