England Finance

Mar 12 2018

Berkshire Settlements

#berkshire #life #insurance #company


#

Jo Ann M, 47 years old

Cash for Bucket List

The Story
At age 47, a doctor diagnosed Jo Ann with Stage IV glioblastoma multiforme, a fast-growing form of cancer that starts in the brain. Jo Ann decided to use the diagnosis as motivation to tackle her bucket list, namely a Hawaii vacation — a luxury she could never afford financially or time-wise with her demanding job. She was having trouble finding a buyer for her life insurance policy — until a life insurance broker got Jo Ann in touch with Berkshire.

The Solution
Berkshire worked with Jo Ann to find the settlement to meet her needs. We bought Jo Ann s policy for $30,000 so she could leave her job and spend as much time traveling with her husband as possible.

Who We’ve Helped

Susan M, 69 years old

Getting Fair Value

Susan, a 69-year-old woman battling metastatic lung cancer that spread to her brain, had a $1 million offer for her $5 million life insurance policy. Her financial advisor didn t think the number was fair and contacted Berkshire for a second opinion.

Berkshire determined Susan s life expectancy to be significantly shorter than what the original provider predicted, bringing her policy s worth to upwards of $3 million. Susan s agent returned to the first provider with the figures from our offer. The competing provider then made a $3.2 million offer we were unable to match, which she accepted. We are proud we were able to get Susan what she deserved for her policy during a time she needed it most.

Jo Ann M, 47 years old

Cash for Bucket List

The Story
At age 47, a doctor diagnosed Jo Ann with Stage IV glioblastoma multiforme, a fast-growing form of cancer that starts in the brain. Jo Ann decided to use the diagnosis as motivation to tackle her bucket list, namely a Hawaii vacation — a luxury she could never afford financially or time-wise with her demanding job. She was having trouble finding a buyer for her life insurance policy — until a life insurance broker got Jo Ann in touch with Berkshire.

The Solution
Berkshire worked with Jo Ann to find the settlement to meet her needs. We bought Jo Ann s policy for $30,000 so she could leave her job and spend as much time traveling with her husband as possible.

Who can benefit from a life settlement?

For policy holders and families

We can convert life insurance policies into cash.


  • For financial professionals

    Help your client unlock the full potential of their life insurance policy.


  • For life insurance producers

    Learn about an option that could help both you and your client.

    “Berkshire helped me get twenty times more than the insurance company was offering.”

    Schedule A Consultation


  • Written by admin


    Leave a Reply

    Your email address will not be published. Required fields are marked *