Incredible experience with Gene! I originally had a whole life policy that my dad setup for me many years ago, which was earning me about 4% per year with roughly $200k in death benefit.I learned from Gene that 88% of policies are improperly structured and will eventually lapse (implode).My policy was actually properly structured, but it wasn’t optimized. After working with Gene to make it even better, we switched it to an IUL where I could expect much higher returns and I got over $444k in death benefit too.He helped me find the perfect balance between my goals and reducing fees as much as possible.I’m very happy about my policy and I have access to over 80% of the value in the policy on day 1 to start taking loans to invest and reach my financial goals.Overall, great experience. Gene and the YellowBrick team are extremely professional and deliver great results.I’ve even referred my family where my mom and dad are getting their policies setup too.
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