Funding Life-Enabling Surgery and Travelling the World

Our customers mother passed away in September 2024 and was left with a property, but no liquid funds which were needed to cover the costs of an operation that would allow him to participate in a sailing race around the world (and the funds to cover the costs of the race itself).

He contacted a financial advisor who laid out his options and was referred to Level, hoping to use our Inheritance Advance product to access liquid funds based on his beneficiary interest in his mother’s estate.

The client thought the process of obtaining the loan was smooth and everything went very well from his perspective.

Ultimately, the client chose not to participate to in the race around the world, but following his operation he’s going to travel around Europe this year in a converted vehicle which he used the funds from his level loan to purchase and renovate.