BSMG Blog: Protecting the Future of Families and Businesses

Impaired Risk Series Iss. 1 - Approach to a Severely Under Water Plan

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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