When your Medicare clients have insurance or financial questions... will they ask you?
Case of the Week
A husband and wife have 200,000 they’d like to pass on to their kids, and they asked their agent for ideas. Here's the solution we helped the agent deliver:
- Clients: 70 female / 74 male (both standard NT rating)
- Premium: $200,000
- Death Benefit: $560,289 (income tax free to their children)
- Commission: $$,$$$
Don’t assign Life or Annuity commissions to “another agent” – Serve your Medicare clients and be rewarded!
Find out how you can start writing cases just like this one. Contact me today!
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