Dins
Expert
- 49
Hey guys,
Hoping you could help me make sure I've looked at all the options for this client. She's 63 and in TX. Has a tanking UL with a little over 12K left in net cash value. We're wanting to 1035 that into a Single Premium whole life ideally starting out at 20-25K face. Here are the issues:
Diagnosed with MS in 1985. Very well managed though with oral meds injections. No tremors, or assistance needed with moving around or anything like that. She really looks great.
Has HBP and an uses an inhaler when her asthma acts up due to allergies. Also, not the best build. 5'7 and 291lbs.
Looked into Assurity and Oxford. MS appears to knock her out with Oxford. Having a hard time finding a build chart for Assurity. Any other good options?
TIA
Hoping you could help me make sure I've looked at all the options for this client. She's 63 and in TX. Has a tanking UL with a little over 12K left in net cash value. We're wanting to 1035 that into a Single Premium whole life ideally starting out at 20-25K face. Here are the issues:
Diagnosed with MS in 1985. Very well managed though with oral meds injections. No tremors, or assistance needed with moving around or anything like that. She really looks great.
Has HBP and an uses an inhaler when her asthma acts up due to allergies. Also, not the best build. 5'7 and 291lbs.
Looked into Assurity and Oxford. MS appears to knock her out with Oxford. Having a hard time finding a build chart for Assurity. Any other good options?
TIA