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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