Client Success Stories
Increase Benefits
A married couple, husband, aged 66, and wife, aged 72, previously held a $4.6 million survivorship (or second-to-die) policy. Policy review provided the opportunity to upgrade to a new policy offering a $10 million benefit, all while maintaining the same premium payment. This 117% increase in benefit came at no extra cost.*
Maintain Your Premium
At 51, a female client held a $425,000 whole-life policy with no additional premium payments. With no extra cost, she increased her benefit to $1,000,000, a substantial 135% boost.*
Long -Term Security
A 58-year-old male managed to increase his policy benefit from $1.1 million to $2.3 million, an 109% increase, all while maintaining the same annual premium. This new policy’s $2.3 million death benefit is guaranteed for life.*
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Policy Replacement
A widow and cancer survivor, aged 77, previously held a survivorship policy with a diminishing $5.5 million death benefit. Opting for a change, she secured a $6.5 million individual policy with an unchanged premium schedule through our policy review. This replacement will result in an additional $1 million for her children and grandchildren.*
Consolidate Policies
At 48, our client boosted her coverage by 65% with no additional premiums. She consolidated three policies totaling $1.0 million into a single policy valued at $1.7 million.*
Increased Benefits
A 194% increase in death benefit was secured for a 56-year-old male client at no additional premium cost. This policy review resulted in a $1 million increase in death benefit to his loved ones, from $517,000 to $1,530,000.*