- Age 65
- Risk-averse, with cash on sidelines
- She and her husband run a small business.
Jenny’s objectives:
She’s ready to take the next step for the future, ensuring that her husband can be financially secure if something would happen to her, and establishing a plan for care.
Her financial needs:
- Having a solution that offers protection and flexibility
- Making sure she has coverage if she would need care
- Maintaining control of her assets if she needed access to cash
After meeting with her financial professional, Jenny chooses:
- A $100,000 single premium WealthCare policy
- The Global Multi-Index Bonus HIGH PAR Strategy