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.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
