We Have a Lot of Growing OUT To Do
I have a new friend. I’ll call him Elliot because that’s his name. He’s a Wealth Advisor in Saint Louis.
And he’s wicked smart. And he’s a super nice guy. And he understands that his clients should have Life
Insurance. As he puts it….”I can help you with financial security, but you need to stay alive…”
The moral of this part of the story is that working with the right wealth advisors is fruitful, fantastic and
Elliot put us in touch with Tim, also his real name. Tim wanted $2M of a 25-year term. We got him
approved at Best Class because we rule. Once he had real pricing, we decided to ask the carrier to
bump him up to $2.5M. The carrier said sure, we just need medical records and an Inspection Report.
Tim was like, you know what, 2 million is fine.
But not for us. We went to management and got an exception for the $2.5M without any additional
requirements. We expanded both our horizons and Elliot’s client’s coverage.
Work with Wealth Advisors.
‘Crush it’ for their clients.
Do NOT harass their referrals with a bunch of nonsense.
You’ll Grow OUT.