Success Story

Meet Hector

Premiums increased significantly and became a financial burden.

Like so many policy owners, Hector put in place a responsible plan. But over time, the premiums for his life insurance policy became a significant financial burden. His financial advisor encouraged him to investigate all his options. The life settlement eliminated future premium payments, so he reallocated those funds and the settlement proceeds to cover today’s needs, relieving financial stress.

*
Download PDF
Type of Policy:
Indexed UL
Policy Face Value:
$1,500,000
Cash Surrender Value:
$75,000
Life Settlement Value:
$450,000
Number of Bids:
30
More Success Stories
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
Insured
Meet Mike, 78 & Sharon, 77

Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.

Type of Policy:
Survivorship UL
Policy Face Value:
$2,500,000
Cash Surrender Value:
$26,000
Life Settlement Value:
$612,000
Learn More
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
Frequently Asked Questions
Still have questions?
downloadmenucross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram