Anyone Worked with SERFCO?

[Pete Cormie]

The Self Employed Retirement Funding Company based in Scottsdale, AZ that has an IUL marketing program aimed at small businessowners? They claim to have the best and cheapest lead system for that class of business. They ask for $1500 up front to start and then $60k of premium to keep an 80% contract. Anyone heard of or tried using them? Thanks.

 

[Pete Cormie]

Bueller? Anyone?

 

[VolAgent]

You can assume one of two things.

1. Either no one has ever heard of them.
2. Its a great thing and no one wants to share the secret.

My bet is #1.

 

[billberry12]

I did their webinar thing, and talked with them, but that's one of those things that sounds great, until you try to get the application and a check, then Mr. Businessman tells you business has been really bad, and he can hardly make payroll, and he's too busy trying to stay in business to even think about funding his retirement. Don't mean to be negative, but selling to small business owners is probably the toughest market out there the past few years. IMHO.