Related Posts
What is average %age hike in appraisals in tiaa?
Additional Posts in Life insurance sales
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
What is average %age hike in appraisals in tiaa?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site

Scan your QR code to download
Fishbowl app on your mobile

I feel bad for your client. It’s obvious that you have no idea what you’re doing.
Some company’s have changed the thought process from a nogo to ok. Mass mutual has a brochure on using WL insurance as an asset class. Metlife had the same thing before it blew itself up. When used properly, WL can be a great place for your fixed portion of your portfolio
Most companies now allow insurance to be used as an investment. Most actually have material that shows WL as an asset class
Well, that’s not suitable and no where in the best interest of the client so...
That is not true at all. If the client is higher net worth and exhausts qualified plan savings then a Perm Life policy is suitable and could be a better supplement that an NQ Brokerage or Wrap.
Actually it is because the client will get rich off this policy.
Actually my client is a former adviser and highly intelligent