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@dawnbre I couldn’t agree more

@dawnbre Seasoned and intelligent. I’ve seen seasoned agent who still fudge things up. They weren’t informed, weren’t taught, or didn’t care. Gives other people and policies bad reps.

@dawnbre That’s because a lot of financial advisors/CFPs don’t fully understand them.

@tv0689 Make sure who ever you work with understand TEFRA, DEFRA, TAMRA and the internal revenue codes of 72(e), 7702, and 101(a). You want to make sure it stays within the guidelines and doesn’t become a MEC so that you get all the tax advantages. Tax free accumulation, tax free access, tax...

@tv0689 Make sure to do you own research on IUL’s if structured properly and funded properly an IUL can be absolutely amazing.

@deltoots Term is better than nothing but permanent is better than term.