Success Story

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Meet Scott

COVID-19 induced bankruptcy caused by business lockdowns.

Ashar recently appraised a $2M Convertible Term policy for a restaurant owner in his early 70s whose businesses were severely affected by the COVID-19 lockdowns. Instead of starting bankruptcy proceedings, his financial professional offered to explore a life settlement, resulting in saving his businesses until the restrictions were lifted.

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Type of Policy:
Term Conversion
Policy Face Value:
$2,000,000
Cash Surrender Value:
$0
Life Settlement Value:
$630,000
Number of Bids:
12
More Success Stories
Insured
Meet Carlos, 87

On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.

Type of Policy:
Universal Life
Policy Face Value:
$5,000,000
Cash Surrender Value:
$386,000
Life Settlement Value:
$1,650,000
Learn More
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
Learn More
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
Learn More
Frequently Asked Questions
Still have questions?
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