Tag: trial offer

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Life Insurance with Polycythemia

I hadn’t seen this one before.  A potential client called recently asking if he could purchase a guaranteed universal life insurance policy with $100,000 face value at the age of 75.  So far, no problem. Life Insurance Approval with Polycythemia However, I then asked him some questions about his medical history and found that he…

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One of Our Secrets to Getting “Tough” Cases Approved – Introducing the Trial Offer

At Huntley Wealth Insurance, when we get a “tough” life insurance case, we are prepared to do whatever it takes to deliver an affordable approval to our client. That’s why we commonly use the Trial Offer. Simply put, a trial offer request is when we send a summary of our client’s medical history to 15-30 life…

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