Sentences with phrase «life investment pitch»
Not exact matches
The sales pitch for a 702 (j) is this: Since it's technically life insurance, it's taxed as life insurance rather than an investment.
https://www.nerdwallet.com/
However, for us regular folks who get pitched on a universal life insurance policy as an ultimate investment, beware.
In fact, I recently asked 7 personal finance experts if they had already maxed out their 401k and IRA, and were being pitched whole life, what would be a better investment.
Overwhelming odds favor the possibility that you'll be pitched the idea that a cash value life insurance plan is a great investment vehicle at some point in your life.
And if they had life insurance policies with investment provisions pitched to them, they're probably right.