Don’t Walk Away From a Case That Doesn’t Seem Like a Fit

Not every case looks like a fit at first glance. When an advisor came to us with a key person request that didn’t seem like a fit, we didn’t walk away — we got creative.

In his latest video, Jake Eskin shares how a single conversation with an advisor — and a little creativity — led to a solution that covered four owners with $1,000,000 each in 10-year term key person insurance, AND delivered a meaningful executive benefit to 17 directors, VPs, and managers.

The takeaway? Even if you think a case won’t fit, there may be a solution worth exploring.