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.
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.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
