Impaired Risk Series Iss. 1 - Approach to a Severely Under Water Plan
BSMG
Underwriting,
Risk Differentiation Underwriting
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18 Jan 2017
The Challenge:
The client, a highly successful business owner in his 70’s, was sold a permanent life insurance policy funded through a Premium Financing arrangement. He had become concerned about the current performance and whether or not it was still the best product for his situation. With a shared concern, his agent dug deeper. What he found as he dug into the details of the case was a very challenging situation, one which needed fixing.
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