Just wanted to post about a win I had this week. Had a client who was 80, had a annuity with my company for awhile and didn't want the annuity anymore. We rolled the money over into a single premium WL and during the application process we ask about his income and he tells us he has a 401k and gets RMD's every year and doesn't really need the money, just wants to leave it as inheritance. We talk about the tax consequences of that and end up selling him a 1 million dollar life insurance policy.
Reminds me to always make sure to ask questions and ask the right questions. Hope everyone else i
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Reminds me to always make sure to ask questions and ask the right questions. Hope everyone else i
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