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Rochelle Whalen

Rochelle Whalen

    when the term fits don't always wear it - blog header
    Product R + D

    When the Term Fits, Don’t Always Wear It [Case Study]

    by Rochelle Whalen September 23, 2019
    written by Rochelle Whalen

    Updated April 4, 2023, at 12:19 PM

    Having been in the life insurance industry just over 16 years, I’ve seen my share of cases where simple arithmetic can either win or lose a case. Many times, it all comes down to math & financial sense. Recently I had a request for a $1,000,000, 20-year term life insurance policy on a 60-year-old male.

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    September 23, 2019
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  • Product R + D

    Insuring Uninsurable Minors

    by Rochelle Whalen May 8, 2018
    by Rochelle Whalen May 8, 2018

    Updated September 6, 2023, at 10:59 AM You may know there are several guaranteed issue life programs for adults, with many unavailable until over age 40. This leaves a gaping hole in …

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