Fred Powers
Pasadena, CAMember since August 2017

Reviews (1)

    • Aug 29, 2017
    • Verified Reviewer

    Coventry Direct

    Coventry stepped up to quickly purchase my policy prior to expiration

    My policy was about to expire when I discovered the possibility of a life settlement program with Coventry. I had only 26 days to complete numerous detailed pages to sell my policy to Coventry, or my 25-year-old policy conversion window would end. My options were to default on converting to a whole life policy from term life at a premium increase that was four times the rate and not affordable for me at the 400% increased rates for a now 70-year-old male, or convert to a life settlement with Coventry.

    Fortunately, my inquiry was received by Scott Kalbfleisch, a very capable associate at Coventry. Scott is a true professional in every way imaginable. He courteously and efficiently assisted me in completing all the forms ON TIME and frequently offered to complete as much of the paperwork as possible. He efficiently negotiated a higher settlement amount on my behalf and checked and rechecked that all the documents were submitted completed within the short time frame and with absolute accuracy.

    Many thanks to Scott Kalbfleisch and his associates at Coventry for completing an extremely complicated life settlement for me and my family.

    Bottom Line: Yes, I would recommend this to a friend

    11 people found it helpful

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