This past week, an agent brought a lady into my office who just had a $95,000 CD come due. She moved it into a money market account until she could figure out what to do with it.
She has 3 daughters (husband is still alive but not healthy at all).
Annuities and life insurance options were discussed, as shown below (based on 100K single premium).
Using our Med Supp Cross-Selling Cheat Sheet, we determined our options.
Don’t miss the boat during the 4th quarter — Cross-Sell!