An Advisor went through his book to identify several cases that had potential. He identified over 30 cases and we are already working through these designs and client presentations – well over $150,000 in life premiums and several hundred thousand in Linked Benefit premium. These cases will significantly protect families and create incredible legacy through small gifts to children and grandchildren.
 
Executives – Scientists in fast growing new venture…
$1 million 20 year term & $25k annual premiums 10 pay Executive Bonus
MoneyGuard and State Life Asset Care quotes for several couples
Several Traditional LTC cases
Several $5,000 annual gifts to help fund college plans
Many $5,000 and $14,000 gifts to help fund Roth like Retirement supplement plans
A couple of Survivorship (second-to-die) Legacy plans
Widow age 75 with Charity gifting plan
 
Call for your personalized case designs today. We are here at your service.