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67 yr old. Non-tobacco. Health – moderate to poor condition
Mari booked her Free Review because even though she was retired, she still had 10 years left on her mortgage, had medical problems, and was frustrated talking to insurance salsemen who couldn’t help.
If Mari passed away now, her children couldn’t afford to pay her mortgage each month and they could possibly lose the home and all the equity built up, and that was a burden she didn’t want to leave them. Mari just wanted to feel relief from this worry.
Patrick did an in-depth study of the top ranked companies, reaching out personally to underwriters, and came back to Mari with an approved offer of $125,000 which would pay the mortgage off if she passed away today.
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