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Case Study: Leveraging Lending Relationships for Optimal Results

January 7, 2023
Case Study: Leveraging Lending Relationships for Optimal Results

Richard, age 46, wanted additional life insurance coverage beyond his existing in-force Whole Life policy, coverage that would help hedge his projected estate tax liability. Learn how Vérité and his lender created a premium financing program that allowed Richard to increase his death benefit and cash accumulation without increasing his annual insurance expense.

Get the Verite Group Case Study, "Leveraging Lending Relationships for Optimal Results."

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