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 Diane, 92

Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.

Type of Policy:
Universal Life
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$225,000
Learn More
Insured
Meet Carlos, 87

On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.

Type of Policy:
Universal Life
Policy Face Value:
$5,000,000
Cash Surrender Value:
$386,000
Life Settlement Value:
$1,650,000
Learn More
Insured
Meet Thomas, 82 & Katherine, 79

Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.

Type of Policy:
Survivorship GUL
Policy Face Value:
$10,000,000
Cash Surrender Value:
$69,000
Life Settlement Value:
$2,800,000
Learn More
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