Case Study: Example of a male age 55 will provide context to the narrative.

The client, a successful executive and a father of two young children knew he had a significant need for insurance, but had been put off by the significant liquid contribution necessary to acquire the amount needed. He had a small term policy, but was severely underinsured leaving both his family and his business vulnerable. GB Financial was brought in to provide a solution. GB Financial analyzed his current insurance and discussed the various options for providing the death benefit needed through a variety of insurance products.

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Categories: Case Studies