Paul Harvey | March Meetup

When it comes to financial planning, it can be overwhelming to navigate all the different options and strategies available. Fortunately, Paul brought his expert advice and guidance to the Meetup! Paul's expertise extends to various areas of finance, including insurance, annuities, and life insurance.

One interesting story Paul shares in the video is how he bought a book of annuity business from Craigslist. The book of business consisted of clients who were 65 to 85 years old and no longer needed tax deferment from their annuity. Paul saw an opportunity to help these clients by offering them long-term care coverage and paying for their estate taxes, which had grown significantly over the years. He was able to buy the book of business for three times the asking price and hired the previous owner to make appointments with his existing clients, making the transition smoother.

Paul's stories illustrate the importance of seeking expert advice when it comes to financial planning. While some may be hesitant to pay for professional guidance, it can ultimately save you money in the long run by helping you make informed decisions and avoid costly mistakes. Paul's experience and expertise in various areas of finance can provide peace of mind and help you reach your financial goals.

Learn more about working with Paul here!