Going to Meet with a 68 and 69 Year Old on Feb 24, 2015. Help!

This thread is so tough to read your posts show you don't know issue ages of your policies or simple interview techniques. I know you did some joint work at NWFN any chance you could get your manager to run some appointments with you?

should be a testament to how they are burning and churning me here at AIL ;)
 
should be a testament to how they are burning and churning me here at AIL ;)

Orphan account: If they give you access to the orphan file. Physical or on line, get a copy of the original app. Also get a policy summary from the Home Office. Take a beneficiary form so they can remember who the insurance is there to protect.

Send me an email I have something that may help you.
 
I would also suggest a look at FEX.

Yeah! Definitely need to sell some more before I can afford it!

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Are you going to tell us what happened at your appointment?

Well they are retired and even though they have some basic coverage she has like $800,000 in land in Illinois she thinks will help even though I mentioned that was not a liquid asset...

I did what I could but they think their son who is making tons of money now will take care of them.
 
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