Case Study: Key Person Disability Placement of Equity Funded Start-Up

HighLimitDI_FinancialServicesCEOThe success of a start-up rested solely on the shoulders of a 53-year-old technology star located in Silicon Valley, CA.

In this case, the advisor cross-sold key person disability coverage while processing a large key person life insurance policy. 

Download the case study to read how we designed a key person disability policy.

Annual Premium Generated: $160,000

Standard Commission Rate: 15% Annually