A financial advisor came to me with a client who was trying to secure a significant multimillion-dollar loan to grow his business. 

The client had a successful business and the opportunity was there, but there was one important piece needed to get the funding done.

Because he was the key person in the company, the lender required life and disability insurance as part of the loan agreement.

So the advisor brought us in.

We worked through the requirements, financials, underwriting, and coordinated with the insurance companies to get everything done in a timely manner.

In the end, we got the coverage in place, the client was able to move forward with his funding, and he was extremely happy with how everything was handled.

And this is what I want advisors to remember: insurance isn't always just about protection. Sometimes, it can be a key piece of a much bigger business transaction.

When we can help your client accomplish something that important, the client is happy, you look good as their advisor, and everybody wins.

That’s your Milo Minute.

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