We got this guy approved by Prudential at Best Class last July.
He said thanks, and he’d buy a big policy, just as soon as he got that Trust done. You know the Trust. That trust.
Fast forward 8 months. Trust is now forgotten, but the need is still there. But he’s older, so other carriers are now less expensive. So we go to both of the now less expensive carriers. One says Standard Plus (that darn Sleep Apnea again), the other wants a blood test to get to Best Class (testosterone, ferritin, glucose, cholesterol).
So we go back to Pru, they stick to their original offer, and we place $4MM at Best Class. Then we get an application for $10MM more.
Is it because the agent worked so hard for the client? You be the judge. (yes).
(And the Best Class part. And the need for coverage. And the premium affordability.)
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