Instead of focusing on their own retirement and family financial goals, Maria’s adult children were funding her caregiving needs. The life settlement created enough funds to pay for her care and eliminated the burdensome premium payments. Her children were happy they could fund care for their mother and focus on their long-term financial goals.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
Liquidity constraints reduced donations
Cash created donation for the charity she loves.
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