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 James, 75

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.

Type of Policy:
Term Conversion
Policy Face Value:
$5,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$750,000
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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
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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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Frequently Asked Questions
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