Just wasn't a good fit for our situation. Joe's guidance on liability insurance was very informative, but as for "investments", half of our money went into annuities, which we did not want. The other half went to a 3rd party investment firm, which did ok. Then we were sold an insurance policy which the premiums were very high compared to an almost identical policy with our Prudential agent. If you are looking for whole life or universal life insurance, please go to your own agent and compare rates. You may be be pleasantly surprised.
Before you write him a check for the investment plan book that he will print for you, make sure you understand what he is selling. We thought we did.
Chuck and Helen Reinfried read more