May 19 • Wins!
Inspiring Client Meeting
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
1
1 comment
Inspiring Client Meeting
skool.com/insuranceacademy
Simple Steps To Follow in Life Insurance Business to Make More & Stand-out From The Crowd
Powered by