Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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How many charges and fees are there for indexed universal life (IUL) policies? Read up on common IUL expenses to be aware of.
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Products + Planning
Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning
Updated December 22, 2025, at 2:51 PM What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity …