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Case Study: $60 Million Exposure

You know you need Exceptional Risk Advisors when...

You're Working With A $60 Million Company With A Large Disability Exposure

Advisor challenge

Provide a large, privately-held public relations firm with disability protection for 32 partners with equity values ranging from $200,000 to more than $20 million.

Solution

We worked with the advisor to develop a custom solution that would meet their client's needs. Through a series of underwriting concessions and modifications, we created a program that included minimal underwriting for the smaller policies. The combined annual premium to fund nearly $60 million in disability benefits was approximately $525,000.

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