If I could get a second set of eyes, it would be much appreciated. If this isnt allowed will most definitely take it down.
So here is the situation, a family member reached out regarding a separate policy which lead into another policy they had recently gotten as well. The way it was described back to me didnt sit right with me. Honestly just dont want them to be in a bind in the long run, not familiar with the crediting strategy - point no. 3. They are over a couple hours away so I was unable to do a policy review. Going forward, most is based on screen shots/pictures.
Im not contra
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So here is the situation, a family member reached out regarding a separate policy which lead into another policy they had recently gotten as well. The way it was described back to me didnt sit right with me. Honestly just dont want them to be in a bind in the long run, not familiar with the crediting strategy - point no. 3. They are over a couple hours away so I was unable to do a policy review. Going forward, most is based on screen shots/pictures.
Im not contra
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