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50 / 49 yr old. Non-tobacco. Health – excellent
Johnnie and Glenda booked their Free Review because they were in need of financial protection since they had a mortgage and other debts that needed to be paid off if something happened to either one.
If either one were to die unexpectedly, then the surviving spouse would be under tremendous pressure to continue paying the mortgage since they are dependent upon one another’s income. They feared they could lose their home they had built memories in.
Using the Equity Analyzer, Patrick showed them what their home equity and mortgage balances would be 10, 20, or 30 years from now. He then designed a plan that would not only pay off the mortgage but also pay the future equity to them as well. He upgraded their current policies and increased their death benefit by 300% without increasing the monthly premium.
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