Having been in the financial services profession for the past 51 years as a retail and wholesale life insurance agent, I thought it was time to relax. But, I soon found the boredom grueling so, to keep busy in my ‘Sunset Years’, I decided to continue offering individuals life insurance because ” Life Comes At Us Fast, So May The Opposite!”
In working with my clients this is what I suggest: “Decide what you financially want to leave your heirs, write it down, then let me show you how to create Tax Free dollars for pennies a piece.
I truly believe: “It’s never a good sale for me, unless it’s good for my clients.
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