Planning for Retirement with Life Insurance for Seniors
A retiree uses TruFamilyLife to find a final expense policy to cover burial costs, easing the financial burden on her family.
Client:
Linda Thompson, Retiree
Location:
Scottdsale, AZ
Date:
March 13, 2025
01. Challenge
Linda, a 70-year-old retiree, wanted a life insurance policy to cover funeral expenses but was concerned about high premiums due to her age and limited fixed income. She also found traditional insurance processes confusing.
02. Solution
Through TruFamilyLife’s user-friendly platform, Linda was connected to an agent who specialized in senior insurance plans.
The agent recommended a pre-need life insurance policy with a $10,000 death benefit, designed for final expenses, requiring a single lump-sum payment.
03. Result
Linda purchased the policy for a one-time payment of $5,500, ensuring her family would not face funeral costs. She completed the process in one week, praising TruFamilyLife for its simplicity and the agent’s patience in explaining terms.
