#196: Case Study with Terry & Leslie

I had a really interesting appointment this week and I thought it might make a fun case study to share with you. I haven't done one of these before, so if you like this kind of thing, let me know and I can do more. This particular case was interesting because the strategy included using an annuity to fund a whole life policy and the numbers just worked out such that she's essentially getting a $1K/month guaranteed lifetime income stream for free! Appointments like this really help me appreciate what we, as agents, do for people!! If you like this, you may enjoy ⁠⁠my book⁠⁠. To protect your family, ⁠⁠contact us⁠⁠. To change your life, ⁠⁠join our team⁠⁠.