I had a really interesting appointment this week and I thought it might make a fun case study to share with you. I haven't done one of these before, so if you like this kind of thing, let me know and I can do more.
This particular case was interesting because the strategy included using an annuity to fund a whole life policy and the numbers just worked out such that she's essentially getting a $1K/month guaranteed lifetime income stream for free!
Appointments like this really help me appreciate what we, as agents, do for people!!
If you like this, you may enjoy my book.
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