Client profile: This case presented with a female, Non-smoking (NS), age 39. What were the challenges?  She is 6 1/2 months pregnant with planned C-section. What was the First American […]

Client profile: This case presented with a male, Non-smoking (NS), age 52 5’5″ 167 lbs. – type 2 diabetic, with elevated liver functions. What were the challenges?  Advisor requested Preferred […]

Client profile:  This case presented with a female, Non-smoking (NS), age 69 5’1″ 105 lbs. looking to secure $1M of UL and who was pushing the low end of the […]

Client profile:  This case presented with a Male, age 35 Non-Smoking (NS) looking for $1MM term policy. What were the challenges?  The client’s occupation is as an underground miner in […]

Client profile: Male, age 48 looking for $2MM term life was recently diagnosed with type two diabetes and prescribed Farxiga a (very low dosage) with a 7.1 a1C. Secondly, he […]

Client profile: Female, age 63. Applying for a $5 MM 15 year term. What were the challenges?  She presented as a very healthy woman with the use of 2-3 alcoholic […]

Client profile: Male, age 28, Nonsmoker (NS) – successful family business.  Applying for 50MM with an 800K premium What were the challenges?  He was worked up and initially received a […]

Client profile: Grandparent seeking a $3 M Whole Life policy for a 3-year-old with autism. Client had purchased a significant policy for each grandchild. What were the challenges?  This child […]