.@ShawnRyan762 asked me point-blank: "Why did Jesus have to die on the cross?"
I am humbled and honored that I was put in a position to answer this question for him. This story is one of the best illustrations of the Gospel that I've ever heard.
You can absolutely push back on a life insurance offer. It’s one of the biggest advantages of working with the right brokerage and keeping strong carrier relationships.
Just had a case move from Table 2 to Standard, saving about $15K a year. Our on-staff MD made a big difference
@zachmelloh26 Nationwides new-ish advisory VUL might can help some of your clients with old, stale insurance assets looking to optimize retirement funds
@Jake___Oliver I’ve worked with several advisors this year who repositioned inherited IRAs into an annuity that funds LTC over 10 years to help with tax efficiency and solve an LTC gap
@realEstateTrent Estate equalization using life insurance is a strategy more should consider. Heirs that aren’t capable or don’t want to inherit biz/asset get equal cash from death benefit when dad dies. Family doesn’t burn…