We share no personal or confidential information about anyone, with anyone, at any time. Did you know, an insurance company does zero reporting until withdrawal? If you turn $100k into $1M and withdraw $10k you will only be taxed on gains from that $10k. Why pay a 3rd party CFP to manipulate a mutual fund and still pay taxes on capitol gains?
Fact - Each carrier has their flagship product, then adjusts rates on their other products to offset any discounts. Which carrier has the best Estate Planning rates? Final Expense policies? Term? Whole Life? Medicare? You can't teach experience, click on the links below for scholastic information.
Epilogue - During the financial crisis of 2007 I considered 'how does one insure their financial future?' Realizing the answer was in the question I immediately got my insurance license. There is a book titled 'Becoming Your Own Banker' that clarified all of the questions I had about our financial system. I urge everyone to read this book for the educational value. The video below is 2 minutes and will change your outlook on whole life insurance.
Knowledge is not power, application of knowledge is true power