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Do you have whole life insurance? 

 
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I don’t believe so. I know about life insurance, but I’m not familiar with whole life, so I would have to say no.
Amy B., 70
Jackson, Miss.

No. I have been approached to buy it, but at this point haven’t taken the hook.
Jim W., 65
Atlanta, Ga.

I do. When my advisor sat down with my wife and me we went over our entire financial plan, just laid everything on the table and decided on our full retirement plan. Whole life was one of the “pieces of the puzzle,” that our advisor sold us on.
Mel R., 62
Nashville, Tenn.

“Yes. I actually bought it late last year. My advisor went through all the plusses and minuses of having whole life, and it really fit what my family and I were looking for.”
Sally V., 61, Memphis, Tenn.



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