Success Story

Meet Teresa

COVID-19 created visitation restrictions for nursing homes.

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.

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Type of Policy:
Universal Life
Policy Face Value:
$350,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$167,000
Number of Bids:
21
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 Diane, 92

Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.

Type of Policy:
Universal Life
Policy Face Value:
$500,000
Cash Surrender Value:
$12,000
Life Settlement Value:
$225,000
Learn More
Insured
Meet June, 84

Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.

Type of Policy:
Survivorship UL - One Deceased
Policy Face Value:
$1,500,000
Cash Surrender Value:
$25,000
Life Settlement Value:
$475,000
Learn More
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