EasternShore
Expert
- 80
I've got a well-to-do 63 y.o. NT client who's interested in buying 500K of WL. Any suggestions? Thanks guys!
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I've got a well-to-do 63 y.o. NT client who's interested in buying 500K of WL. Any suggestions? Thanks guys!
The client is in good health and will be able to pay the premiums. Their main goal is to stretch inheritance money further than a simple savings account or CD would go. Thanks again!
The client is in good health and will be able to pay the premiums. Their main goal is to stretch inheritance money further than a simple savings account or CD would go. Thanks again!
If it is to stretch inheritance, would an annuity be a better option? Maybe it is, maybe it isn't. Just an observation.