Case of the Week: Jeff Greenwell’s $250,000 FIA Sale From Start to Finish

Case of the Week: Jeff Greenwell’s $250,000 FIA Sale From Start to Finish

*This article is for financial professional use only, not for use with the general public.*


Being an independent agent certainly has its perks, but doing everything solo can be a challenge. We’d like to introduce a new series where we feature one of our valued agents and showcase one of their most recent cases. This will give all of us a chance to learn from each other while also feeling like we’re part of a community.

If you’d like to be featured in a future Case of the Week, please email Rebekah Parr at rsack@nhmteam.net. Without further ado, we’d like to introduce Jeff Greenwell, an outstanding agent with a knack for FIA sales.


A few notes from the team at New Horizons: If you are interested in selling annuities, please contact Kirk Sarff at ksarff@nhmteam.net. If you are already selling annuities, please take advantage of our partnership with Broker’s International. The awesome team there will help with product selection, illustrations, questions, and concerns. Please contact Ryan Witte at RWitte@BILtd.com if you haven’t already.


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