Nancy has a brain tumor and was deemed uninsurable by major life insurance companies. However, she has a large estate which will be subject to a 45% estate tax. Nancy’s attorney called in CFG. By working with Nancy’s doctors, CFG was able to convince several major life insurance companies that Nancy’s tumor was an insurable risk: they issued $50 million of coverage at standard rates on Nancy.
CFG Business Solutions
Life Insurance Solutions Family Business Succession & Wealth Governance
CFG Business Solutions
Family Business Succession  

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Case Study 4