A wealthy 82-year old female had a $3,000,000 insurance policy with MetLife with a cash surrender value of $425,000. She no longer wanted to pay the $90,000 in annual premiums.
The Problem or Challenge
She thought her only option was to cash in her insurance policy for the cash surrender value. She called her attorney to cash it in. Instead her attorney contacted our team.
The Source of the Lead
Estate planning attorney.
The client received a final offer of $690,000.