https://youtu.be/uOcKF-aLHyw?si=-LYsCMwFLXMj3n8R

Last Monday I met a client family to discuss their financial planning. The husband is IT professional and wife is a physician. Husband is earning 100k and wife has salary of more than 600K. When I discussed with them about Corporate Owned Insurance, they were ready to put 500k in that strategy. When I checked with the insurance company they cannot do that. That means sometimes we cannot accept all what the client is ready to give. Compliance issues. Good part is that I will make a plan so that they can contribute about 300k annually in their financial planning

Need to understand when doing insurance sales.

Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.