Grand River Capital
THE SITUATION Emily Graham1 and her husband Charles (now deceased) purchased a $4 million universal life insurance policy in 1995 for estate planning purposes. Emily, now age 79, was referred by her accountant to a ValMark Advisor …
Continue Reading about Life Settlement Success Story: Increased Cost of Insurance
LONG TERM CARE LIFE SETTLEMENT CASE STUDY THE SITUATION Maria Smith1 is a 91-year-old widow who is extremely concerned about the high costs of impending long term care expenses. Her ValMark Advisor suggested a life settlement as a …
Continue Reading about Life Settlement Success Story: Long Term Care Funding
THE SITUATION James Green*, a 67-year-old business owner, was diagnosed with colon cancer. His business partner was his sister-in-law and there had been a contentious historical relationship. The need for cash outweighed the need …
Continue Reading about Life Settlement Success Story: Personal Needs
THE SITUATION Mark Jones*, a 63-year-old corporate executive, was diagnosed with cancer. Fortunately, he and his wife, Susan, had accumulated a comfortable net worth so that Mark could take early retirement. Mark owned a $300,000 …
Continue Reading about Life Settlement Success Story: Family Emergency
THE SITUATION Ted Bailey*, a 59-year-old entrepreneur, had fallen on hard times during the economic crisis. As a result, he was forced to file bankruptcy to discharge business loans for which he was personally responsible. Ted had …
Continue Reading about Life Settlement Success Story: Business Changes
THE SITUATION Joe Campbell*, a 74-year-old physician, lost a substantial portion of the wealth he had accumulated over his career and was unable to maintain the lifestyle that he and his wife had become accustomed to. Dr. Campbell …
Continue Reading about Life Settlement Success Story: Retirement Income
THE SITUATION Mary Snow*, an 89-year-old widow, has a sizable net worth, but it has diminished over the last several years. After meeting with her Financial Advisor, they determined that she needed additional liquidity to pay the …
Continue Reading about Life Settlement Success Story: Trust Needs
