Case Study 2 - Travel Plans

Client: Married Couple, Husband - 73, Wife - 68
Home Value: $800,000
EquityKey Participation Rate: 50%
Investment Fee Recieved: $110,000

Jack and Betty love to travel. They had dreamed their whole lives of exciting trips and opportunities to take their daughter and two grandchildren with them for occasional family reunions. Unfortunately, they felt that their finances would not allow them to pursue these dreams…until they found EquityKey.

By selling 50% of the future appreciation of their home to EquityKey they were able to convert an unknown and uncertain event (i.e., the future appreciation of their house) into usable cash that enabled them to share memorable times with their family while they were alive.

This couple took the debt-free payment of $110,000 from EquityKey and invested it in an account earning 5% interest to create an annual trip budget. For the next 15 years, they were able to spend an average of $10,000 per year on special trips that built lasting memories. From London to Las Vegas, from Maui to Madrid, they lived their dreams during their retirement years and enjoyed many of these experiences with their family…all thanks to EquityKey!

 *This is a hypothetical example only.  Nothing in this example is intended to provide financial, tax or other estate planning advice.  Please contact your financial, tax or other advisor concerning your options and what may be best suitable for you