Case Summary on a 61 year old male

January 7, 2008 | By WebFX

SBA was given an opportunity to work with a 61 year old client who had significant health issues.  His policy was in jeopardy of lapsing and his financial planner determined that his life policy was no longer needed.  After an initial offer of $18,000, were able to secure bids from three separate licensed providers, and push the final offer to a total of $49,000 to the client.  He was very pleased with our efforts and our ability to secure the highest possible settlement for him, and proceeded to transact his policy.  Additionally, the financial planner was able to consider to a wider array of options while updating the client’s financial plan.

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