Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Life Insurance

Do you have whole life insurance?

Your article was successfully shared with the contacts you provided.

I don’t believe so. I know about life insurance, but I’m not familiar with whole life, so I would have to say no.
Amy B., 70
Jackson, Miss.

No. I have been approached to buy it, but at this point haven’t taken the hook.
Jim W., 65
Atlanta, Ga.

I do. When my advisor sat down with my wife and me we went over our entire financial plan, just laid everything on the table and decided on our full retirement plan. Whole life was one of the “pieces of the puzzle,” that our advisor sold us on.
Mel R., 62
Nashville, Tenn.

“Yes. I actually bought it late last year. My advisor went through all the plusses and minuses of having whole life, and it really fit what my family and I were looking for.”
Sally V., 61, Memphis, Tenn.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.