I have a long time client that is widowed, received two retirement pensions and ss, with retiree health insurance. I met her 8 years ago and wrote her a $100K mortgage term 10 yrs, that's all she would take.
Since that time, she has purchased and dropped $700K of GULs (2) and (1) $250K term. After speaking with her yesterday, it seems that she is interested in a new large face life policy, she hasn't decided the amount.
Any of you ever had a client like this, buying and dropping policies of this type every couple of years?
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Since that time, she has purchased and dropped $700K of GULs (2) and (1) $250K term. After speaking with her yesterday, it seems that she is interested in a new large face life policy, she hasn't decided the amount.
Any of you ever had a client like this, buying and dropping policies of this type every couple of years?
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