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.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
COVID-19 created visitation restrictions for nursing homes
She was able to remain safely at home with proper care.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
