The Prodigal Client (BWL POD #0162)

In this episode of The Banking With Life Podcast, James shares an anonymous email received from an existing client. After purchasing policies elsewhere and feeling that they've bitten off more than they can chew, "Concerned IBC-er" reaches out to James for guidance. As always, we hope you enjoy and thank you for listening!

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All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.