top link


Case Study: Solving the Replacement Dilemma

January 7, 2023
Case Study: Solving the Replacement Dilemma

A Vérité Group client, age 56, owned 3 life insurance policies and sought to reduce her annual premium expense and reinvest the money saved back into her business. She was also unhappy with the performance of those policies. Learn how a customized premium finance strategy helped solve these issues.

Get the Case Study