Jun 17, 2022
5:55:43pm
5:55:43pm
You can do the same thing in a taxable account but with a bigger arbitrage potential.
Originally posted on Jun 17, 2022 at 5:55:43pm
Message modified by RdF3 on Jun 17, 2022 at 5:58:47pm
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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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