Case Summary on a 78 year old female

June 22, 2007

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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