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.
Financial ripple effect caused reductions in cash flow
Used the cash to fund their livelihood.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.
