Case Study: Example of a married couple, both aged 55, will provide context to the narrative.

The couple, successful real estate developers with three children, knew they wanted to make sure their children were taken care of, but had been put off by the significant liquid contribution necessary to acquire the insurance they wanted. Neither had any current coverage, something they had been concerned about. GB Financial was brought in to provide a solution. GB Financial discussed their goals and showed various options for providing the death benefit needed through a variety of insurance products.

Case-Study-Survivorship-at-Age-55.pdf download View | Download
Categories: Case Studies