COVID-19 continues to loom and affect our most vulnerable citizens, making long-term care decisions more difficult for families grappling with the safety of assisted living and nursing facilities. The life settlement relieved the financial and emotional pressure on Teresa’s family, and she was able to remain safely at home with proper care.
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.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
