Jun 18, 2022
12:15:14am
12:15:14am
Only way "fees have been paid" would be if it were a paid up plan.
Use the exact same funds that the separate account or fixed account use in the whole life policy, and invest that directly into those areas without it being tied of life insurance and you'll have way more money.
- Bio page
- SoValleyCOUG
- Joined
- Nov 13, 2010
- Last login
- May 4, 2024
- Total posts
- 19,774 (33 FO)
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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.
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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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