Although Charlie’s “Favorite” is dependent upon the client situation, there are products that often rise to the top for various reasons. We will explain what those products are as well as the reasoning.
Product Types Discussed:
– Whole Life
– IUL
– GUL
– Second to Die (BTW, how do chronic illness riders on Second to die work??? We will discuss)
– Term and Term with Living Benefits
– IUL with great living benefits
– Companies/products with the quickest and easiest “process”
– Underwriting: Smokers, Marijuana, Cigars
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
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