Sold a kaizen plan to the same clients I wrote 530k in annuity premium last month. I love the income planning tools, and how they lead to more and more sales! 198k of annual premium into an iul, these clients are set for tax free retirement income!

Just funded over 500k on my way to Greece for a few weeks, this has been the best year for annuities, especially fias, since I started in 96. Same client is going in deep on a kaizen as well!