We discussed the case with our Underwriter and immediately found out that Protective or Lincoln may have offered a better outcome if he had gone in that direction. We then asked for and received a copy of his medical records in hopes that we could shop his case and get a better offer.
Call Westland about rated cases and let us go to work for you. Maybe there is a chance of a better outcome with the right carrier and the right behind the scenes discussions between our underwriter and that of the carrier.
These are great clients of his with a liquid net worth of over $2.5 million he was managing. He was just too focused on managing assets and wasn’t holistically focused enough and decided to use Westland as his LTC and Life Insurance Expert Partner. Now he can better serve clients adding this expertise to his arsenal.