11d ago in ❓ Questions
Help with client please
Client has primerica with estranged wife, possibly getting divorced. Client is needing to take action and is unsure what to do first - has 125/mo budget. Quoted him (with signal advisors help) final expense through Mutual of Omaha 15-20k death benefit for 98-130/mo with living benefit. He was also quoted 75k death benefit, 125/mo from primerica. He is older with health issues.
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Help with client please
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