Success Story

Meet Judy

Her policy was no longer needed
for estate planning purposes.

The Tax Cuts and Jobs Act of 2017 meant Judy no longer needed all the life insurance she’d put in place years ago. Her estate planning attorney requested an appraisal for secondary market value. Through the appraisal process, they opted to sell one of the policies and create enough liquidity to fund the other policies for years, allowing her to fund her own caregiving and lifestyle needs.

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Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$10,000,000
Cash Surrender Value:
$185,000
Life Settlement Value:
$3,250,000
Number of Bids:
30
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
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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
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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
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