Life Settlement Case Study: Meet William | Abacus Life
Client Success Story

Meet William

84 years old  •  $5 Million Policy

$1.2M Cash Payout
$5M Policy Value
vs. Surrender Value
Family Funds Used For
Sandra, Abacus Life client
William Abacus Life Client

William and his family decided that a policy was no longer needed for their estate plan and considered surrendering it to the insurance company for a low payback. The policy beneficiary was William’s daughter, Amy, who decided to explore a better option: selling the policy to Abacus.

“Abacus provided a payout that was double the cash surrender amount the insurance company was offering.”  William’s Story — Abacus Life

With William’s age and medical history, Abacus provided a payout that was double the cash surrender amount the insurance company was offering, returning $1.2 million back to his family. Amy and her siblings are using the funds to ensure William has excellent care during this portion of his life.

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