FINANCIAL PLANNING WITH LIFE INSURANCE
Surprise! Jamie Lee and Ross were stunned to find that their family of two has grown to a family of five. They were expecting twins until they found out the day they were born that they were actually the parents of triplets!
Ross immediately had worries of being able to provide for the growing family: diapers, formula, college expenses times three. What if something happened to him or Jamie Lee? How would the surviving parent be able to provide for such a large family?
Within days of the triplets’ arrival, Jamie Lee and Ross began researching and comparing various agencies for the purchase of a life insurance policy. What characteristics should Ross look for when choosing a life insurance agency? What sources could he reference for help when choosing a life insurance agency?
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