Case Studies

Life Health Home case studies are designed to share information and teach. Each study paints a vivid picture of how life insurance, annuity income, disability insurance and more can be used to survive situations that would otherwise feel insurmountable. After reading, please share your thoughts with us. Remember,  Life Happens and we’re here to help you prepare for it.© 

Christine: Divorced and Disabled


At 55, Christine’s health deteriorated to the point where she had to take early retirement. Read on to learn how Christine managed this difficult financial situation. 

Joe & Lauren: Young and in Love

Joe and Lauren

As a young couple with a tight budget  baby on the way, Joe and Lauren were faced with many decisions. One of which was how to make sure their expanding family was protected.