OK, so I've literally heard and been presented with every sales tool (Wealth Building Cornerstones, Circle of Wealth, LEAP, etc.) trying to pitch Whole Life insurance as a supplemental retirement plan.
I am personally not a CFP and mostly work in the term life/DI/LTC space. Anyway, I was recently presented with the attached article and would love to get some other people's perspective, who are qualified with Financial Planning.
I find that oftentimes, agents will try to present themselves as a Financial Planner, when in actuality, they should not be doling out financial advice.. Just my
I am personally not a CFP and mostly work in the term life/DI/LTC space. Anyway, I was recently presented with the attached article and would love to get some other people's perspective, who are qualified with Financial Planning.
I find that oftentimes, agents will try to present themselves as a Financial Planner, when in actuality, they should not be doling out financial advice.. Just my
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