Risk Management Case Study

Story: A new client asked why his annual life insurance cost continued to increase over the past few years. It was getting difficult for him to afford the cost, but he still wanted to keep his coverage.

Problem: We discovered that his policy, and its past fixed cost structure, had matured. His costs had increased each year since maturity and would continue to rise annually for the length of coverage.

Solution: We determined that he needed to keep the amount of his insurance in place to provide for his wife, and that his current health prevented us from working with many insurance companies.

Result: Through diligence and communication with various insurance company underwriters, we were able to secure a new policy with a lower annual fixed cost for the length of his coverage.

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