I submitted an IBC app on a client I previously wrote a 1.2M annuity for recently. In addition to the lifetime income strategy, she also wanted a liquidity strategy where she could dump-in $300K and use it to finance current and future assets and/or investments.

Just submitted an IBC app for a business owner of a trucking company. They want to do a policy for the wife too and possibly the grandkids 👌🏽

Submitted a 1.2M Annuity for a client retiring from the federal government creating a lifetime annual income of $90K+

Yesterday I submitted a IBC app on a former NFL player who currently is a Day Trader. He is dumping $40K in the first year and paying an annual premium.