LibraryScenariosWhen Life Insurance Becomes a Bad Investment
Scenario

When Life Insurance Becomes a Bad Investment

My insurance agent sold me whole life insurance as an investment and after ten years I realized I would have made more money in a basic savings account.

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More people experience this than they realize.

What we've seen

You are realizing an advisor you trusted sold you something that was good for him, not you.

Ideas that help explain it
Worth thinking about

“Where Are You with Consumer — Insurance Practice?”

If this sounds familiar, the Library can help you find the bigger picture.