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.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
On the verge of outliving his planned coverage
A life settlement created value and alleviated future premium payments.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.