Success Story

Meet Thomas & Katherine

Their needs had changed and no longer needed the policy.

Thomas and Katherine’s children were grown with kids of their own and successful careers – changing the need of the policy. They were going to surrender their policy for the cash value and reallocate premiums into other areas of planning. Through a life settlement, they were able to uncover significantly more value and fund the retirement
of their dreams.

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Type of Policy:
Survivorship GUL
Policy Face Value:
$10,000,000
Cash Surrender Value:
$69,000
Life Settlement Value:
$2,800,000
Number of Bids:
29
More Success Stories
Insured
Meet Cecilia, 85

Liquidity constraints reduced donations
Cash created donation for the charity she loves.

Type of Policy:
Universal Life
Policy Face Value:
$3,000,000
Cash Surrender Value:
$48,000
Life Settlement Value:
$1,100,000
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Insured
Meet Hector, 79

Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.

Type of Policy:
Indexed UL
Policy Face Value:
$1,500,000
Cash Surrender Value:
$75,000
Life Settlement Value:
$450,000
Learn More
Insured
Meet Maria, 80

Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.

Type of Policy:
Guaranteed UL
Policy Face Value:
$500,000
Cash Surrender Value:
$6,000
Life Settlement Value:
$197,000
Learn More
Frequently Asked Questions
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