Jun 17, 2022
5:42:11pm
5:42:11pm
Find someone who sells Iul not whole life .
I’ve worked with it for years . But I would have to know more about your whole financial situation , your goals. when you want to retire . How much you need to retire. I have software that compares Ira, 401k, Roth, along with factoring in if you have a pension? Or any passive income ? With a few more factors to go over . I would have to see why he says what he says before I would judge if he is doing you right or not , like others are saying .
- Bio page
- barebones
- Joined
- Feb 10, 2007
- Last login
- May 4, 2024
- Total posts
- 565 (1 FO)
Messages
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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?
6/17/22 5:05pm
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6/18/22 3:32pm
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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.
6/17/22 5:17pm
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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.
6/18/22 10:22pm
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