The Story

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.

The Solution

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.

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.