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@resjudicata I am a fiduciary. But very few of my clients are in managed accounts. But funny you use swindle. Do you know how an SMA works? Yes, swindle. You may be an exception but just about every fiduciary peddler out there just wants to gather assets and swindle people into the second...

@resjudicata Haha, yes I know about those too. She didn't come to ask for complete financial analysis and I didn't tell her to put all her money in the policy. But even then, it's arguable whether people should be putting money in retirement accounts with restrictions for access and volatility...

@teey Contact new york life agent for a 5-pay policy of its dividend paying whole life where you only have to rotate money in over 5 year period. Calculate how much you want for your fixed income needs through out your life, ideally at least 5+ years of living expenses by retirement age to ride...