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!

Do we have pre-set templates we can grab for presentations? For example: Term vs Perm

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If a female client at the age of 79 is declined on final expense with Mutual of Omaha due to the medications she’s taking. What are the chances of her getting accepted with Corebridge?

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