Situation:

In April of 2014 “John” came to a group education session to learn more about the enhanced employee benefit programs available to him through his employer. He had one thing in mind-protect his wife if anything were. to happen to him. After the general session he asked if he could schedule an individual meeting to talk more about his specific circumstances. We structured LifeInsurance to protect his wife and preserve his assets like he wanted although he was very certain he wouldn’t need to use it.

Challenge:

In December of 2014, “John” was diagnosed with an aggressive form of cancer, and on May 5th, 2015, he passed. During his last week, I was invited to see him and share in his last family meal with him. We all waited in line to have a turn to see him privately. When it was my turn, his eyes lit up and we talked for what seemed like hours. The very first thing he said to me was not to feel bad for him at all. His family is taken care of because of me. And that gave him peace. He gave me a hug goodbye, and his wife walked me out. She said, “You know, he’s right. You walked us through a process we couldn’t do on our own. Thank you for everything.”

Outlook:

There are no concrete statistics as to what the probability is of passing at any given age. You cannot predict, but you can plan. Let us help ease the process of the unexpected and untimely.