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. Ultimately we were able to offer $49,000 to the client. He was very pleased with our efforts and our ability to secure such a favorable 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.