Success Story

Warning: Undefined variable $label in /srv/users/asgr-ashargroup-prod/apps/asgr-ashargroup-prod/public/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 6

Meet Herb & Toby

COVID-19 ripple effect caused reductions in cash flow.

Herb and Toby were seeing the detrimental effect of an underfunded policy, increased longevity, and rising premiums all compounded by a pandemic restricting their already limited cash flow. Their adult children urged them to have their policy appraised, resulting in a cash payment that will help them fund their livelihood for years to come.

*
Download PDF
Type of Policy:
Survivorship UL
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$95,000
Number of Bids:
14
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 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 Judy, 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$10,000,000
Cash Surrender Value:
$185,000
Life Settlement Value:
$3,250,000
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