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.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
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.
