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Booked the second appointment, 10th April 2026. Client is 73 and 1M net worth and have a business. Hoping we find some solution if not PF. Thanks Neil and Mario
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Jen, JJ and Nicole dropped a solid lead in our DFY. We are quoting two 401K rescues with additional premiums added and Infinite Banking or PF IUL for five kids. Hopefully that will move to close.