Case Scenario #10: Mario, 48 years old, kidney transplant

Printable Leaflet Platinum Protection Product Guide

Client: Mario, 48 years old

 

Insurance Needs

Since overcoming significant health challenges years ago, 48-year-old Mario recognizes the importance of prioritizing his family’s security. He meets with his financial advisor annually to review his investments, and recently began his estate planning. A recent needs analysis revealed a gap in his insurance coverage, but Mario is concerned that his past health struggles might make it difficult to obtain the coverage he needs.

Health Condition

Twelve years ago, at 36, Mario was diagnosed with kidney disease following nine years of high blood pressure, which led to the need for a transplant later that year. Thanks to a matching donor found through his network, the surgery was successful, and Mario made a strong recovery. His health is now stable, allowing him to live a vibrant and active life.

Qualifies for

Immediate Simplified Issue coverage of up to $750,000 with Assumption Life’s Platinum Protection.

Tailored Solution

Mario opts for $750,000 of T20 coverage to help secure his family’s future.

Did You Know? Platinum Protection Term We don’t ask about high blood pressure. Our organ transplant question is time-based, rather than a “have you ever” question. Industry-leading benefits are included at no additional cost: Term Exchange Extreme Disability Benefit  Insurability Benefit Transportation Benefit