Shopping a Case

[magagent]

I've got a client who owns his own credit card processing company, and is looking 1million in whole life coverage. He is 42, non smoker, in good health condition. I am open to all suggestions here.

 

[xrac]

I've got a client who owns his own credit card processing company, and is looking 1million in whole life coverage. He is 42, non smoker, in good health condition. I am open to all suggestions here.

Get a brokerage contract with Guardian and write him through there. Their dividends are always strong (last year was 7%).

 

[STIBROKER]

that's my pick also....................

 

[xrac]

I've got a client who owns his own credit card processing company, and is looking 1million in whole life coverage. He is 42, non smoker, in good health condition. I am open to all suggestions here.

In my book he is a smart guy. I did the same thing but waited until my 50's but wish I had done it earlier.