Case Summary on a 78 year old female

June 22, 2007 | Comments Off

This case, brought to us by the original writing agent on the insurance policy, was part of an estate that no longer needed this additional $750,000 worth of insurance protection.  The annual premiums were approximately $19,000.  The client accepted an $110,000 offer, which represented almost 6 times the $19,000 cash value of the policy.  The proceeds were used to fund a college savings account for her grandchildren.

Posted by admin | Filed Under Case Summaries, Resources 

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