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Submitted 2 IBC policies this weekend!
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.
Biggest app yet
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!!
Biggest week yet
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!!!
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6 apps
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 👍🏽
Submitted a IBC policy for retiring federal employee
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.
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