Success Stories

Meet Eleanor Freedman

Meet Eleanor Freedman, 82 a business owner finding a solution. She was able to re-finance policy loan to prevent tax liability and potential lapse.

Type of Policy

Whole Life

Policy Face Value

$625,000

Cash Surrender Value

$550,000

Cash at Closing

$ 37,000

Initial Retained Benefit

$190,000

Meet Charles DeRosa

Meet Charles De Rosa, 67, a retiring key executive at a company he helped build. He was able to convert his policy to a reduced paid-up and avoid taxable consequence.

Type of Policy

Whole Life

Policy Face Value

$12,000,000

Cash Surrender Value

$2,900,000

Cash at Closing

$2,700,000

Initial Retained Benefit

$2,280,000

Meet Brian Langford

Meet Brian Langford, 79, a man facing a dilemma. He used funds to set up trusts for grandchildren.

Type of Policy

Whole Life

Policy Face Value

$4,700,000

Cash Surrender Value

$2,570,000

Cash at Closing

$ 2,300,000

Initial Retained Benefit

$1,200,000

Meet Arthur Benson

Meet Arthur Benson, 76, a man In a terrible predicament. He was able to prevent a “tax time bomb”.

Type of Policy

Whole Life

Policy Face Value

$7,200,000

Cash Surrender Value

$170,000

Cash at Closing

$50,000

Initial Retained Benefit

$1,950,000

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"Loan for Life™" - Keeping Whole Life Alive