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 Mike and Sharon

Planning to surrender and wanted to maximize their options.

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.

*
Download PDF
Type of Policy:
Survivorship UL
Policy Face Value:
$2,500,000
Cash Surrender Value:
$26,000
Life Settlement Value:
$612,000
Number of Bids:
17
More Success Stories
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 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
Learn More
Insured
Meet Maria, 80

Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.

Type of Policy:
Guaranteed UL
Policy Face Value:
$500,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$197,000
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