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Updated 10 months ago,

User Stats

3
Posts
5
Votes
Rocco Talarico
  • Investor
  • Bronx, NY
5
Votes |
3
Posts

Whole Life Insurance Agents

Rocco Talarico
  • Investor
  • Bronx, NY
Posted

Hi All,

I have been doing research into whole life insurance. I finished a couple of books regarding the topic. I especially enjoyed R. Nelson Nash’s Becoming Your Own Banker. I am aiming for a policy where my cash value surpasses premiums paid as fast as possible without triggering a MEC. I would like to access the cash value for property purchases down the line via loans from the company. I am figuring I will end up with a 7 pay with the possibility of adding some PUAs. I seem to be leaning to Penn Mutual, but I see they do not have a sales department; rather, I must first find a financial representative to perform the contract. Can anyone recommend any agents in the Bronx/Westchester area?


Thank you very much for your time. 

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