- 3,764
Well I went by and at least have her reconsidering, shes so confused about the non guaranteed values and I told her not to even look at that column and if she wanted to guarantee a death benefit and access to cash during retirement years whole life is the only way. Her old agent claims he can get her a whole life with axa financial for 50k at 98 per month but with being on disablilty and medicated for depression and fibromyalgia SNL it the best rate I can offer.
So the original agent says he has never seen an UL implode. And now wants to sell a whole life plan??? Maybe she should ask this agent foe something in writing with his letterhead and with his signature guaranteeing this policy will never lapse? I bet he won't agree to do that
Not to mention AXA most likely won't offer rates he quoting. All kinds of red flags here. I'd point them out
Last edited: