ktmorgan
Expert
I don't know about you're "Upline" or your Infinite Banking dealio. But in terms of using a Blended WL policy w/a PUA rider that really builds massive Cash Value PennMutual is unbeatable in my experience. Of course your Target on that is going to be tiny. But it may be the right thing to do in this case to build trust and develop a long term relationship.
I have been trying to get to the bottom of (or the truth) about recommending to my clients the tax free retirement strategy using Patrick Kelly or the RAFT vs what Pan Yellen and Nash propose as ONLY viable with Whole Life and PUA's and some term.
I hate the arguing and bickering, that only One of these is truly safe and dependable.
The WLife idea I am more attracted to, mainly cause I prefer Mutual Companies, but my upline insists that IUL can be trusted and the results are much better.
The illustrations seem to agree.
Can anyone or has anyone researched this and can point me in the right direction?
Please stay neutral.....I realize thats asking alot.
I really need facts!
Thanks