Mike and Sharon knew the reason they purchased their life insurance policy no longer existed. Their children were self-sufficient, and they were enjoying their retirement years. When they approached their insurance planner about surrendering the policy, she asked if they would be interested in another option. The life settlement is funding their retirement and creating memories with their family.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
