Evening team! I hope this makes sense, but I have a prospective client who has roughly 90k sitting in a 401k from a previous employer. He is interested in rolling over the amount into an IUL policy. He doesn't care too much about a death benefit for now, but I'm sure he'll change his mind. He is more focused on compound interest and the savings side of things. Anyway, he had asked me if he can use that 90k as an initial investment into the policy, which I believe he can. However, he wants to know if he can just let that 90k compound in the beginning years of the policy, leave it alone and not have any monthly payments. Also, he said if he does have to contribute monthly payments at the start the policy, if he can just pull payments out from the 90k to fund the policy. Essentially, he does not want to have monthly contributions to go along with the 90k rollover. I wasn't quite sure how to properly answer his question so I wrote it down, told him I'd get back to him and here I am now sharing it with the team. How can we go about this? And can someone please advise? 🙏Thanks!

I'm so excited for the back office systems (Reports, Training, and Recruiting!!!). Hope to see you Monday on the new debt settlement announcement!!

Closed 3 huge cases this month! YES, all of you CAN do the same! SHOW UP TO BLOW UP!!!

Pablo and I just got done with a zoom meeting, we are getting all information to do the underwriting process. FINALLY putting in business. Life insurance companies are powerful because it's so rare they go out of business,, people can be sure that their money is protected 🔥