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How to choose the correct policy and juggle between your budget

on Thu, 11/10/2011 - 07:34

Haven't writen another blog for some time, it was quite busy and also attending the Small Business Summit had added extra pressure and workload as well....

Anyway, in order for you (the readers) understand how I function, I decided to write about the process of how I structured an insurance plan for a client....

So, this is a referral from another client, she was 53 at the time and she told me that her term policy would be up very soon. Considering her mortgage and everything, we decided to check the pricing of $300K coverage.