Hello Life guys,
I have a life guy that sends me business every now and again and recently he had me do one of his financial profiles.
He states that he believes after reviewing with me that he thinks I should be in NYL's whole life policy with paid up additions and catastrophic rider with a 300K face amount as an investment.
I am 27 non married and don't own a home and really the only assets I have are my truck and my business. I feel like what I am really looking for is to set up a retirement plan for my business (which I don't believe this would be).
This is the only option he presented to me. Do you guys believe this is the right move in my situation or should I push back to see some additional options he can offer me?
I have a life guy that sends me business every now and again and recently he had me do one of his financial profiles.
He states that he believes after reviewing with me that he thinks I should be in NYL's whole life policy with paid up additions and catastrophic rider with a 300K face amount as an investment.
I am 27 non married and don't own a home and really the only assets I have are my truck and my business. I feel like what I am really looking for is to set up a retirement plan for my business (which I don't believe this would be).
This is the only option he presented to me. Do you guys believe this is the right move in my situation or should I push back to see some additional options he can offer me?