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  1. N

    Worth or not: Whole life insurance, $207 a month for 64 y/o for 40k coverage?

    @flatassembler Ask for the IRR (internal rate of return ) report for the CSV and Death Benefit for all years and post it back here
  2. N

    Estate closed 5 years . . . just received "maturity check."

    @ryantee You don't want the maturity amount as it's very likely to be a taxable event to the estate. You would want it to be paid as a death benefit so it can be paid tax free to the bene.
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