Funding Living Trust

[James124]

Looking for a FMO. I am a Florida insurance agent A178230 (0-215). We have clients (second to die) that need life insurance and/or annuity during the funding stage of Living/Family Trust.

Or, a local agency (Miramar Beach, 32550) I can send our clients to?

Thanks, James

 

[coastcarrier]

James give me a shout, I'm up in the St.lucie/ Palm Beach area. I have some options that may work for your client.

Sidney,
407-455-3488

 

[goillini52]

James give me a shout, I'm up in the St.lucie/ Palm Beach area. I have some options that may work for your client.

Sidney,
407-455-3488

Nice 1st post. Looks like you've been waiting for 9 months for James to come along.

 

[CALTCAgent]

We have clients (second to die) that need life insurance and/or annuity during the funding stage of Living/Family Trust.

Just curious, what does being in the "funding stage" of a living trust have to do with things ?