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Book your free quote review with America’s #1 Award-winning Pro in mortgage and income protection. ONLY openings left!
63 yr old. Non-tobacco. Health – moderate to poor condition
Louie had recently received a $500,000 loan for his business and was looking for a plan that would pay it off if he passed before the 10 year required payoff date.
The family would have to sell the business assets and shut down operations because they could not afford to come up with $500,000. In addition, Louie has multiple health issues that make it challenging to get approved for that large of a policy.
In order to solve this complicated problem, Patrick found the right company that approved Louie for a $250,000 10 Year Term plan. Then, Patrick set up a $500,000 Fixed Index Annuity that has the potential to grow risk free to $1 Million or more over the next 10 year as well. Now the family assets are protected and the business can stay operation no matter what happens.
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