Success Story

Meet Cecilia

COVID-19 has caused liquidity constraints to donors.

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.

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Type of Policy:
Universal Life
Policy Face Value:
$3,000,000
Cash Surrender Value:
$48,000
Life Settlement Value:
$1,100,000
Number of Bids:
34
More Success Stories
Insured
Meet June, 84

Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$1,500,000
Cash Surrender Value:
$25,000
Life Settlement Value:
$475,000
Learn More
Insured
Meet Mike, 78 & Sharon, 77

Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.

Type of Policy:
Survivorship UL
Policy Face Value:
$2,500,000
Cash Surrender Value:
$26,000
Life Settlement Value:
$612,000
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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
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