And ‘poof’ it was gone!

William converted a $2M policy last year, and the premium was around $40k.
Then his agent died. After Joe died, we offered to help his clients. We do this selfishly, I guess-helping people makes us feel good.

So William called us. He’d received another bill for $40k, and he didn’t really want to pay it very much. So we looked everywhere. We got a slew of in-force illustrations. We shopped the case all over the place. And we were all set to apply elsewhere-apps completed, exam scheduled.

Then we discovered that just because he got a bill for $40k didn’t necessarily mean he had to pay it. In fact, he’d paid enough premium into his policy for it to last another year. So we successfully negotiated our way OUT of a $27k premium sale.

We really do care. We may not be all that bright, but darn it all, we care.