September Case of the Month:

An Institute just hired a new President and paid him a large upfront bonus and wanted to cover him under a Disability plan. Using Lakeview’s resources, we put together proposals for Principal’s Key Person DI policy and got him covered. Now the Institute is covered in case he suffers a disability and cannot perform the duties of his occupation he was just hired for. There is also a lump sum feature to help the Institute recover its large upfront bonus should he become disabled.