My 1st Personal UIL - Advice

Sorry to ask but i'm not clear on exactly what details you guys are asking about.
I'm meeting with my financial advisor on Monday morning and can get all the info needed then.

What 'details' do you guys need to see/know?

Any specific questions I should be asking him?
 
You own a great policy wiTh a great insurance company, if you follow the plan you'll very pleased with the results.
Included in your policy I'd a LIBR or lifetime income benefit rider which can be exercised at age 60.
With this rider, regardless of your cash value.. a specified income is guaranteed for life.

They allow you to switch back and forth from fixed. And variable loans which could be advantageous.
The company's claims dept. is the best I've experienced.
Not knowing your rate class, I cannot tell you what your future income would be, however I can tell you that my clients have averaged better than 7%.
When you calculate the tax savings and 0 risk of market loss, you have your hands on something exceptional!

( I am an independent agent and sell many companies)
 
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