CASE STUDY: Newly Diagnosed Diabetes and Anxiety
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 was also diagnosed with anxiety recently and was prescribed bupropion.
What were the challenges?
The advisor’s primary carrier offered at table 8. FAIU received 6 table 6 offers, 1 table 5 offer, 1 table 4 offer and an attractive two offer.
What was the First American solution?
Both the client and advisor were happy to accept the table B offer.
What was the outcome?
Annual premium (Banner Life) annual premium $6,268 table 2.
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