My first client was diagnosed with cancer in the stomach, I was able to give him $250,000 while he was still alive, I still remember his face when I told him he could recieve this money, I will always remember the promise to protect his family was honored. He died a month after and his family received the other half of the Life Insurance money.
[ Santa Ynez client ]
My client's grandchild died at age 17, I was able to access some money her policy had as a free benefit and she was able to help pay for his cremation/burial expenses.
[ Santa Barbara client ]
My client was getting older and he wanted to make things easier for his children and started on a payment plan for his body to be sent to Mexico; unfortunately right after he started his plan, he was diagnosed with leukemia and died only a few months after he started the burial plan. The plan got fully paid by the Insurance Company as it was a guaranteed policy since the time of issuance. His family did not have to pay for the plan.