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.

Got an app in last night, and another one today. The one today (with Scott) was my biggest IBC app yet. Super grateful and excited for the momentum!!

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.

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.

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