Jun 17, 2022
5:13:12pm
5:13:12pm
A situation where the estate value is above the estate exclusion so if structured correctly the death benefit
Can pay out to beneficiaries completely tax free.
Originally posted on Jun 17, 2022 at 5:13:12pm
Message modified by RdF3 on Jun 17, 2022 at 5:13:41pm
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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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6/19/22 11:26am
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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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