Jun 17, 2022
5:08:11pm
5:08:11pm
If you are in a situation where the estate tax could come into play, whole life
Can be a vehicle to avoid some taxes or something like that. This is what I remember from a webinar I watched 8+ years ago. So take it for what it worth. All I can really remember is that you have to be very rich to have it make a difference or to even consider it. 10+ million or more in net worth kind of rich.
Originally posted on Jun 17, 2022 at 5:08:11pm
Message modified by RexIdaCoug on Jun 17, 2022 at 5:08:25pm
Message modified by RexIdaCoug on Jun 17, 2022 at 5:09:11pm
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- RexIdaCoug
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6/17/22 5:01pm
6/17/22 5:07pm
6/17/22 5:16pm
6/17/22 5:42pm
6/17/22 5:01pm
I always hear this but never hear those situations, could you or someone else explain a hypothetical where it works?
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6/17/22 5:18pm
6/17/22 6:46pm
Ask him: "With respect to your advice on this whole life policy, are you a fiduciary?" and post his response here.
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6/18/22 10:09pm
The exact commission paid to the agent on the contract should be a disclosed line item on the contract.
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