Life Insurance Case Studies

Real life examples of life insurance cases that we have written for our clients.

A Universal Life Policy Gone Wrong- Andrew Zathia

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This is a real life example of a case we worked at MEG Financial and illustrates the devastating effects of not reviewing your life insurance policy and especially ANY universal life policy. The names have been changed to protect privacy. Andrew Zathia, a 73 year old gentleman residing in Florida called into our office a.. More

Doing a Little More Saves Client $24,000 on His Life Insurance Policy!

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This a real life case where we saved our client, Terry Pate of Texas, $24,000 on his term life insurance policy over his 20-year level term period by simply going a little further. Mr. Pate was so ecstatic about the work we did for him that he gave us full permission to review the details.. More