Equityonelife Real Customer Cases

Equityonelife Client Case Studies

Manny

Manny, a retired electrician at 65, is considering final expense insurance to cover his funeral costs and leave a legacy for his three children and three grandchildren. By planning ahead, he aims to ease the financial burden on his family while ensuring that his loved ones are supported in the future. This thoughtful approach reflects Manny’s commitment to safeguarding his family’s financial stability and honoring his legacy of care and support across generations.

Jessica

Jessica, a retired secretary at 64, is carefully considering final expense insurance to secure $80,000 in coverage for her funeral expenses and leave a legacy for her three children and two grandchildren. By prioritizing financial security for her loved ones and planning ahead, Jessica demonstrates a thoughtful approach towards protecting her family’s future while easing their burden during difficult times.

Bonnie

Bonnie, a dedicated retail worker, is seeking $30,000 in final expense insurance to cover her burial costs and medical bills. By planning ahead, she aims to relieve her siblings of any financial burden after her passing and allow them to focus on grieving without added stress. This proactive approach showcases Bonnie’s consideration for her family’s well-being and ensures a smoother transition for them as they honor her memory.

Freddy

Freddy, 75 and reliant on social security benefits, is seeking $10,000 in final expense insurance to cover burial costs and ease the financial burden on his one older brother. By planning ahead, Freddy shows compassion towards his loved ones and ensures peace of mind during a challenging time. This thoughtful approach safeguards his family from unnecessary stress while allowing them to focus on celebrating his life without worrying about costly expenses.

Jack

Jack, a retired Army veteran surviving on a modest pension, is seeking $15,000 in final expense insurance to cover his end-of-life arrangements. With service-related injuries and limited VA burial benefits, Jack understands the importance of bridging the financial gap for a proper burial. This proactive step not only shows his care towards his sister but also ensures he receives the dignified farewell he deserves as a veteran. By addressing this need through tailored final expense insurance, Jack demonstrates foresight and compassion towards himself and his loved ones during an emotionally challenging time.

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