Case Study: Multi-Life Guaranteed Standard Issue for Asset Management Firm

HighLimitDI_FinancialServicesCEO

The client had a rich group LTD plan, however, with over 100 of the firm's asset managers and executives earning over $1 million annually, there was a significant gap in their income protection plan.  

Download the case study to read how we partnered with Unum to simultaneously enroll the supplemental IDI piece and the Lloyd's piece for those who qualified.

Annual Premium Generated: $245,000

Standard Commission Rate: 15% Annually

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