No. of Recommendations: 1
Excellent perspective Mr. Roberts.

Yes, there are reliable insurance people out there folks. It is up to you to screen them AND decide what your objectives are.

A VUL is Life Insurance first, with some added benefit of supplementing your retirement, and that is exactly how it should be put to you.

I took out a VUL 11 years ago, right before the birth of our first child. And it was done for the Life insurance. We now have 4 children, and as I am 43, I like knowing there is some $$ available tax-free to my wife if something should happen. The cash/loan aspect is just icing on the FI cake down the road.

Retirement? I max the 401k.

Steve
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