Many donors are facing liquidity constraints preventing them from meeting their giving goals. For Cecilia, a life settlement of her donated life insurance policies eliminated her future premium payments and created cash today for the charity she loves. She was then able to see the outcome of her donation while she is still living.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
