I was able to help two clients over the weekend...one was a business owner and another was a single mother who had two kids and never heard of IBC. She was concerned about being able to afford the policy but when I showed her that she can use the overpayments she sends to creditors to fund her premium she was overjoyed! We found $310.00 from overpayments, $76.00 from a primerica policy, and another $100.00 from reducing her 401K allocation...we rounded up to $500.00 a month.
Just finished my Saturday appts and submitted another app - total of 7 this week. Very grateful 🙌🏽 Also appreciate you Scott for bringing me this far!!!
Hey just wanted to say some good news- got 6 apps for IBC in this week so far. Still got a handful of appts to go, so we'll see how if we get any others before week's end 👍🏽
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.