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13d •
Win
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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Mar 5 •
Wins
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.
Jan 8 •
Toomer classes?
Not seeing anything on the schedule for the normal 3pm class today? Is it still happening?
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