06/07/2024
We continue to assist our clients as financial advisor even after a policy is issued. We must assist them in achieving the reason or objective behind their purchase of our products.
Policy Review with Client for her 3rd year Elite 15 policy
Client Profile: Professional
Purpose: 2nd retirement plan
Client: Exceeded the projected fund value (under 10% investment return) for my investment, yet at the same time, I feel confident and at peace knowing that I'm protected.
Happy to serve you!!!
Judy M. Cabrera, CPA, CIA
Financial Advisor
Pru Life UK