Success Story

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 Teresa, 92

COVID-19 created visitation restrictions for nursing homes
She was able to remain safely at home with proper care.

Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$167,000
Learn More
Insured
Meet Edna, 91

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.

Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$4,500
Life Settlement Value:
$140,000
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
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