Stories
A surgeon planning for the years after he stops operating. A founder who was about to wire the full price. Parents who wanted their daughter close. And a plan built with margin, shown with the policy paying less than illustrated.
These are illustrations. Each describes a household of a kind the program is designed for, and every figure is produced by the program’s model for that purchase. They are not the results of an actual client.
Illustration
A primary residence
They could afford the payment. What they did not want was a payment that still depended on his operating schedule at sixty-two.
A cash buyer
He was ready to send $7,000,000 to escrow. He sent $3,500,000 instead and kept the rest working.
A home for family
Her parents wanted them close. They funded the policy; she and her husband carry the mortgage.
Built with margin
The plan is underwritten with room to spare. Here is one household’s plan with the policy paying 10% less than illustrated. The mortgage is still paid in full.
By qualification
Three ranges tell you where you stand against the published criteria. If you meet them, Kent Chesley will speak with you personally.
Prefer to talk? Call him directly at 949-293-8686.