Phone: 631.730.8262
A holistic approach to underwriting made all the difference on one of our recent cases where we ultimately secured a win through reinsurance negotiation, improving the underwriting offer from Standard to Best Class and placing the case for $185,838 in target premium.
Drop me a note if you want to explore this topic further or give us a call (631) 730-8262!
#casesuccess, #lifeinsurance, #reinsurance
In a recent case, we were working with a husband and wife, both 66-years-old, who were seeking a funding solution as part of their Care Planning strategy. Both clients had extensive medical histories, with multiple conditions presenting both mortality and morbidity concerns, yet we were able to find a carrier to approve as applied for with robust benefits.
Interested in learning more? Give us a call (631) 730-8262!
#casesuccess, #lifeinsurance, #longtermcareinsurance
In this case, declines across the board based on an echocardiogram were overcome by a high level of attention to detail & a doctor willing to admit they are human & made a mistake.
Interested in learning how we made it happen? Give us a call at 631-730-8262 or Click to schedule a 15 minute call
#casesuccess, #lifeinsurance, #caradiachistory
10380 SW Village Center Drive, #406
Port St. Lucie, FL 34987
Phone: 631.730.8262
Fax: 866.275.7847
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