I received an email from a client last year asking me to contact his investment advisor. My client’s investment advisor had referred him to another life insurance agent, but the rates he received were not the same as the rates I quoted him. Below is an excerpt from the email (I was copied on the email).
“Tim, Greg Sanders is the agent I have been using and his rates seem a little better than Tony’s….Greg has been very responsive and professional in my dealings with him…..always good to have options …
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