I can also provide an illustration to review if you email the following details:
- Age, sex, and date of birth
- State of residence
- Product type (IUL or FIA)
- FIA rollover or funding amount
- IUL desired face amount
IUL & FIA Illustration Review
Client Reviews • Agent Training • Case Design
Learn How To Create A Tax Free Retirement Income While Protecting Your Family!
Helping Families and Business Owners Make Informed, Confident Financial Decisions
Email details to:
marc@mmtfininsurance.com
marylene@mmtfininsurance.com
Licensing Information:
Marc Merritt – NYS Life, Health & Fixed Indexed Annuity Licensed since 2001 | License #1010090
Marylene Teopengco-Merritt – NYS Life & Fixed Indexed Annuity Licensed since 2017 | License #1298496
Marc Merritt – NYS Life, Health & Fixed Indexed Annuity Licensed since 2001 | License #1010090
Marylene Teopengco-Merritt – NYS Life & Fixed Indexed Annuity Licensed since 2017 | License #1298496