Case Study

Professional couple with young kids

Who are they and what is their current situation?

What insurance did they have prior to Trumpet and how did they come to Trumpet?

In terms of the advice we gave them compared to what they have, what did we recommend for them?

What happened that made them sort of question their insurance made us talk to them about a claim?

What was his reaction to that?

Any lasting impacts on their insurance? Are they some sort of back to business as usual or what are they up to now?

What do you think is the lesson learned from this?

we plan. you live.