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This 2017 CSO change is giving me gas!
So a client couple calls me a bit ago to buy some term for what is left of their mortgage. At age 70 the options are limited. I quote them on FEXQuotes and explain why Protective Custom Choice is a better long term option even if it is a few dollars more. Great, they agree and want to see what the 16th year face amount will be. WinFlex comes up an Illustration, However, says not available in CA. Per HO it was taken down on Monday. Thanks for the heads up!
How are all of these companies getting caught flat-footed on these changes?
So a client couple calls me a bit ago to buy some term for what is left of their mortgage. At age 70 the options are limited. I quote them on FEXQuotes and explain why Protective Custom Choice is a better long term option even if it is a few dollars more. Great, they agree and want to see what the 16th year face amount will be. WinFlex comes up an Illustration, However, says not available in CA. Per HO it was taken down on Monday. Thanks for the heads up!
How are all of these companies getting caught flat-footed on these changes?