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.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
