Success Story

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 selfsufficient, 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.

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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 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 Judy, 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$10,000,000
Cash Surrender Value:
$185,000
Life Settlement Value:
$3,250,000
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Insured
Meet Edna, 91

Donated policy to a charity ran out of cash value to pay premiums
Donor was able to create a living legacy and enjoy seeing the gift used while living.

Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$4,500
Life Settlement Value:
$140,000
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