A Viatical Settlement Broker

VIATICAL SETTLEMENTS

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CASE STUDIES

Welcome Funds Inc. has negotiated millions of dollars in settlement proceeds for terminally-ill clients.  These clients have used the funds to alleviate financial stress, improve medical care, pay off debts, purchase dream homes, and go on a once in a lifetime dream vacation with their family.  In each case, the settlement proceeds were used to enjoy the remainder of their life with their family - free of financial burdens.

1. Mr. Myers is a 58-year-old engineer with terminal cancer. He was informed that he had two years to live. The family's medical bills and monthly expenses began to mount because Mrs. Myers could no longer work; she had to stay home to care for her husband. Realizing there was a $500,000 term life policy on Mr. Myers, their financial advisor informed them about viatical settlements.

   Their advisor contacted Welcome Funds to begin the process.  Due to the seriousness of his illness, Welcome Funds negotiated an offer of $350,000 to Mr. Myers. The couple used these funds to pay off their remaining mortgage and to hire a home care nurse.  Mrs. Myers returned to work, which helped cover their daily expenses. At the same time, the couple no longer had to pay the $6,000 a year premiums, which freed up more cash for the couple.

2. Steve is a single male who was recently diagnosed with metastasized male breast cancer.  He was lucky enough to have quality health insurance coverage, which would take care of the majority of his medical bills.  Steve, however, wanted to try an experimental treatment that would not be covered by his health plan.

Steve decided to sell his $100,000 term policy in order to fund this alternative medical therapy.  In just 4 weeks, Welcome Funds was able to negotiate a $71,000 purchase price for the policy.  Steve was able to pay for his experimental therapy, while also having enough money left to go on a vacation.

1. Return to our Home Page.

2. Learn more about the the step by step Viatical Settlement process.

3. Review the qualification requirements for a Viatical Settlement.

4. Read the most frequently asked questions on Viatical Settlements.

5. Analyze the tax implications of a Viatical Settlement.

6. Examine some recent Viatical Settlement Case Studies.

7. Request our Free Educational Package or visit our Download Center!