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.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
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.
