Charles M. New Orleans, LA

“Soon after discovering my wealthy client had an estate tax issue, I turned to Barry Bulakites and Eric Sulzinger with Table Bay Financial for help.  Barry and Eric put together a life insurance plan that will ultimately save my client’s heirs over one million dollars of inheritance tax.  The client is age 75 and was labeled a smoker, for those of you that sell life insurance, you know how daunting a task it is to get someone in this category underwritten.  Barry and Eric worked with the underwriters and got the job done!  Thanks Barry and Eric!”

 

Charles M., New Orleans, LA

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