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@tamimolina888 Is this for a buy-sell agreement?

@tabinek Sounds like a buy-sell agreement policy if it’s mandated to become a partner

@fantheflame They would be better off looking for lifetime income options to supplement social security. Reverse mortgage (HECM) or an annuity with a lifetime income rider. But since the equity is tied up in the house, it would be expensive to get the money out. Honestly not great options available

@fantheflame No way I would tell a client to do that at 69.

@fantheflame “As a somewhat experienced financial person myself” We got some serious Dunning-Kruger effect going on here

@johnemmett Whole life usually does not have surrender charges like Universal life policies do. Your “Surrender charge” if you will, is the first couple years when you don’t have much cash value. Here are the two uses for it that I see being the most highly effective that I haven’t found a...