Success Story

Meet June

Her policy was underfunded and sitting in an ILIT.

When June and her husband purchased their policy, they were told they’d never have to make another premium payment. Her husband is deceased, and June is living longer than she ever expected. As her health declined, she was facing costly premiums and mounting medical bills. Her financial professional reviewed the value of all her assets, including her life insurance policy.

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Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$1,500,000
Cash Surrender Value:
$25,000
Life Settlement Value:
$475,000
Number of Bids:
14
More Success Stories
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 Scott, 74

Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.

Type of Policy:
Term Conversion
Policy Face Value:
$2,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$630,000
Learn More
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
Frequently Asked Questions
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