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Are you sick of owning a whole life insurance policy?

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  • Are you sick of owning a whole life insurance policy?

    Then see the Doctor's Dilemma I just posted: How to ditch an insurance policy you don't want. This technique works for annuities, too.
    Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

  • #2
    Has anyone ever heard of the Step Doctrine being applied to that? Or is it just this fear that sits out there like the one with the Backdoor Roth.
    Helping those who wear the white coat get a fair shake on Wall Street since 2011

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    • #3




      Has anyone ever heard of the Step Doctrine being applied to that? Or is it just this fear that sits out there like the one with the Backdoor Roth.
      Click to expand...


      It's one of the residents of that mortuary of all the potential things that can go wrong in the tax and investing world.
      Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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