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 Herb, 77 & Toby, 76

Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.

Type of Policy:
Survivorship UL
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$95,000
Learn More
Insured
Meet Teresa, 92

COVID-19 created visitation restrictions for nursing homes
She was able to remain safely at home with proper care.

Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$167,000
Learn More
Insured
Meet Maria, 80

Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.

Type of Policy:
Guaranteed UL
Policy Face Value:
$500,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$197,000
Learn More
Frequently Asked Questions
Still have questions?
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