Instead of focusing on their own retirement and family financial goals, Maria’s adult children were funding her caregiving needs. The life settlement created enough funds to pay for her care and eliminated the burdensome premium payments. Her children were happy they could fund care for their mother and focus on their long-term financial goals.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
