Success Story

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Meet Diane

Her policy was eating cash flow needed for caregiving costs.

Diane’s adult children were funding both her long-term care needs and maintaining her life insurance policy. However, an increase in cost of insurance was going to cause them to lapse the policy for the minimal cash surrender value. The long-term care facility recommended using Ashar Group to value the policy to uncover more potential value.

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Type of Policy:
Universal Life
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$225,000
Number of Bids:
21
More Success Stories
Insured
Meet James, 72

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy:
Term Conversion
Policy Face Value:
$5,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$750,000
Learn More
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 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
Frequently Asked Questions
Still have questions?
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