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.
COVID-19 created visitation restrictions for nursing homes
She was able to remain safely at home with proper care.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
