Success Story

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Meet Carlos

The good and bad news of living longer.

Living longer than expected, Carlos was on the verge of outliving his planned coverage. Expensive premium payments were eating through the built-up cash value in his policy and he did not have the means to make another premium. His financial advisor recommended a life settlement to create value and alleviate future premium payments.

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Type of Policy:
Universal Life
Policy Face Value:
$5,000,000
Cash Surrender Value:
$386,000
Life Settlement Value:
$1,650,000
Number of Bids:
24
More Success Stories
Insured
Meet Judy, 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$10,000,000
Cash Surrender Value:
$185,000
Life Settlement Value:
$3,250,000
Learn More
Insured
Meet Hector, 79

Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.

Type of Policy:
Indexed UL
Policy Face Value:
$1,500,000
Cash Surrender Value:
$75,000
Life Settlement Value:
$450,000
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
Frequently Asked Questions
Still have questions?
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