CASE STUDY: ESTATE PLANNING
Client – Net Worth of $100,000,000
Challenge – Client came to Geer Financial Services, LLC for a review of current coverage. Client had multiple underperforming policies with annual premiums of over $300,000 and no premium or death benefit guarantees.
Solution – Through extensive research and negotiations, Geer Financial Services was able to find products that lowered the annual cost of coverage over $150,000 each year, as well as provided a product with a guaranteed death benefit.
Benefit – The number of in force policies were reduced and streamlined, while also providing added peace of mind to the client through life insurance products with guarantees.