Yeses give you opportunity and Nos give you feedback. Either way you win!

Yesterday I met a couple client who were worried about heavy taxes. I recommended to have corporate owned insurance for which they agreed and the potential premium will be $100,000 annually plus they wanted to have CI as well for 1 million coverage. They were happy and me as well.

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

Last week I was able to close one Corporate Owned Insurance for annual premium of $72,000 and one Critical Illness Insurance for annual premium of $40,000. You can do better than me if you learn insights and have conviction for your job and products. 🙏🇨🇦🙏