Steve,
I like your honesty. Before you pick what product, decide what you want to do.
I have been doing this a long time to know that you must start with the end in mind. If you have this(I think you do ), share this with the person that is helping you. If you are working with the right person they will help you more.
I do not car where you are in IL. If you have a question I will answer it for you. I do a lot of overfunding of whole life and have a number of policies myself. That being said I do not think everyone should have these types of policies either. I am not a fit a circle into a square type guy. The math major in me I guess.
Best to you,
I like your honesty. Before you pick what product, decide what you want to do.
I have been doing this a long time to know that you must start with the end in mind. If you have this(I think you do ), share this with the person that is helping you. If you are working with the right person they will help you more.
I do not car where you are in IL. If you have a question I will answer it for you. I do a lot of overfunding of whole life and have a number of policies myself. That being said I do not think everyone should have these types of policies either. I am not a fit a circle into a square type guy. The math major in me I guess.
Best to you,