Case studies
Presented are four sample cases that illustrate how Bentzen Financial takes a unique, client-focused approach to helping annuitants with their liquidity needs. Names have been changed for client privacy.
Jim usually drove his car to work, but on one fateful day he decided to ride his bike instead. Just as he reached an intersection, his light turned green. Since his view was obstructed…
After settling all of the medical liens and paying the attorney, Phoebe had netted about $180,000. Phoebe was 12 years old and playing at a neighborhood friend’s house when she was singled out, and…
Sarah found herself unexpectedly widowed with little savings and a lot of bills. Sarah, a mother of five, can still recall the horrifying moment surrounding the phone call. Two of her boys had just…
In 2001, Susan Turner lay in a hospital bed, wondering if her newborn baby would live more than a few hours. Minutes before, Scott had been delivered with the umbilical cord wrapped around his…
