this was a friend......

If you had a policy set up or you are thinking about setting up a policy, I implore you to book an appointment with us.
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We have a minimum standard of understanding, meaning that if you do not understand so much of the policy, we will not let you start one.
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If Waka had set a policy up with us, he would have understood the limitations to the policy, the surrender period, that borrowing from the policy early would not make sense.
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If you don't want to track down my booking link, just comment "BOOK," and I'll reach out personally.
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#planning #money #wholelife #infinitebanking #stocks #crypto #retirement #iul #tax