FW:
Can you frame the issue in an email I can send to our friend who gives us financial and strategic advice
CORE: Jennie Saunders | Founder & Chairman | 66 East 55th Street New York NY 10022 | Main: Mobile: | www.coreaccess.net
Hi Jennie,
The question to ask is, "do we want life insurance for the rest of our lives, or just for a certain duration?" Term insurance, which is what you currently have, doesn't last forever. The insurance we are talking about now, does. I showed you and Dangene this plan when you acquired the life insurance and you both thought it would serve your long term life insurance needs but the timing was wrong.
Let me know one way or the other once you decide.
Alan Alan J. Kramer CFP, CLTC, MBA, LUTCF Agent New York Life Insurance Company 6 Auer Court, Suite F East Brunswick, NJ 08816 (P) (P) 120 Broadway, 37th Floor New York, NY 10271 (P) 2 If you do not wish to receive email communications from New York Life, please reply to this email, using the words "Opt out" in the subject line. Please copy email_optout@newyorklife.com New York Life Insurance Co., 51 Madison Ave., New York, NY 10010
At some point can I ask u about this and one tax issue ....so I know what to do
Jennie Saunders
Founder & Chairman
66 East 55th Street
New York NY 10022
Main: [redacted]
Mobile: [redacted]
www.coreaccess.net
From: Alan J. Kramer
Sent: Wednesday, January 19, 2011 7:58 PM
To: Jennie Saunders
Subject: Re:
Hi Jennie,
The question to ask is, "do we want life insurance for the rest of our lives, or just for a certain duration?" Term insurance, which is what you currently have, doesn't last forever. The insurance we are talking about now, does. I showed you and Dangene this plan when you acquired the life insurance and you both thought it would serve your long term life insurance needs but the timing was wrong.
Let me know one way or the other once you decide.
Alan Alan J. Kramer CFP, CLTC, MBA, LUTCF Agent New York Life Insurance Company 6 Auer Court, Suite F East Brunswick, NJ 08816 (P) (P) 120 Broadway, 37th Floor New York, NY 10271 (P) 2 If you do not wish to receive email communications from New York Life, please reply to this email, using the words "Opt out" in the subject line. Please copy email_optout@newyorklife.com New York Life Insurance Co., 51 Madison Ave., New York, NY 10010